Meet Our Team

Chris has been a financial advisor with Wells Fargo Advisors since 2007, and prior to that was with Lebenthal and Company, before it was acquired by Merrill Lynch. Chris focuses on working with high net worth and ultra-high net worth individuals helping them address their portfolio needs in a tax and cost-efficient manner. Chris helps his clients build and maintain a tailored investment plan designed to help them achieve their goals both before and after retirement.

Chris graduated SUNY Cortland in 2003, majoring in Economics with a concentration in Finance. He is an avid tennis player and concert goer, and lives in Manhattan with his wife, Diana.

CA Insurance License Number: 0L74962. Resident State NY

Bryan has been a Consultant in the financial services industry since 1996.  He joined Wells Fargo Advisors bringing with him his diverse experience from his time at OppenheimerFunds and BNY Mellon.  He helps high net worth and ultra-high net worth individuals and families navigate the complex world of investments, banking and insurance.  Through the process of identifying, evaluating and mitigating risks, Bryan creates and implements customized financial solutions designed to meet specific objectives. 

Bryan earned a B.S. in Finance from the University of Maryland in 1996.  He lives in Voorhees, NJ with his wife and two children.  Bryan is an avid golfer and ice hockey fan who also enjoys cooking.  Unfortunately, he has learned to live with the pain of being a Baltimore Orioles fan for most of his life.

CA Insurance License 4212995 Resident State NJ

Justin Odell, Vice President - Investments, conducts portfolio reviews, including 401(k) plans, annuities and other retirement vehicles. Justin monitors and reviews market trends, develops and maintains portfolio models constructed of mutual funds and ETF’s.

Justin also provides access to lending services through Wells Fargo affiliates.  He joined the firm in 2004 after previously working as a Financial Advisor at Merrill Lynch since 1997. 

Justin became a CERTIFIED FINANCIAL PLANNER™ professional in 2015. He graduated from Richard Stockton College with a B.A. in Finance, and resides in Egg Harbor Township, NJ, with his wife and two children.

CA Insurance License Number: 0L10684. Resident State NJ

Peter joined Wells Fargo Advisors in 2006 after working at Morgan Stanley as a Wealth Management Analyst.  As a financial advisor Peter works closely with clients to construct investment plans tailored to meet individual goals and objectives. 

Peter has earned his CERTIFIED FINANCIAL PLANNER™ practitioner designation and has a Master of Science Degree in Personal Financial Planning.  Peter is a graduate of Rutgers University with a B.A. in Economics and is a member of the Alumni Association.  Peter lives in Linwood, NJ with his wife and three daughters.

CA Insurance License Number: 0L10694. Resident State NJ

Robert Freed joined the firm in 2006 after having been with Smith Barney in Florida since 1991. Rob strives to help each of his clients plan for a financial future in a way that best meets his or her goals, whether they be retirement, savings for your children’s education, or wealth preservation.

Rob earned a B.A. in Finance from the University of Florida in 1988.  Rob, his wife and three children live in Linwood, NJ, and Rob meets with clients in the Linwood, NJ, branch of Wells Fargo Advisors.

CA Insurance License Number: 0C34930. Resident State NJ

As a Financial Advisor, Donna’s mission is to help her clients make the most of their financial lives. From retirement planning to wealth preservation strategies to education savings for children or grandchildren, Donna can help you develop and implement smart investment plans around your goals and needs.
 
Donna has been in the financial industry since 1989. With extensive experience throughout major shifts in the markets, she has dedicated her career to delivering the personalized investment planning services her clients deserve. Donna joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2002 to take a team approach in providing personalized financial advice for individuals and families.

Donna is securities registered as well as insurance licensed in over 40 states.

As a Financial Advisor within Wells Fargo Advisors, Donna believes that the team approach allows clients the assurance that there is always a registered representative available to answer any of their financial questions.

Donna and her husband, George, live in Vineland and enjoy spending time with their grandchildren.  Donna believes that giving back to the community is very important. Donna is a Vineland Rotarian as well as a board member of the Greater Vineland Chamber of Commerce and the Cumberland Cape Atlantic Y.M.C.A.

CA Insurance License Number: 4091421. Resident State NJ

Joe brings over three decades of comprehensive expertise in financial management and investment advising.  Having retired from a successful management role, he now dedicates his time to assisting clients in securing their financial legacies for future generations.  A proud alumnus of Northeastern University, Joe’s academic and athletic prowess earned him a full scholarship, allowing him to excel not only in studies but also as a member of the nationally acclaimed rowing team.  Beyond the financial world, Joe enjoys offshore fishing, golf and tennis, and spending time with his wife and three children.


Contact
609-926-7857


CA Insurance License #0C46166. Resident State NJ

Christine Cullen, a Financial Consultant with 31 years of experience in the industry, oversees all administrative functions for the Linwood Wealth Management Group of Wells Fargo Advisors.  Christine develops procedures to enhance the overall experience of our clients and brings a superior work ethic and commitment to the practice that is invaluable to the team.

Christine join Prudential-Bache Securities, now Wells Fargo Advisors, in 1991 and by 1992 she was a fully registered Client Associate assisting Mark Lippman, Managing Director - Investments.  In 1998 Christine moved on to management at the same branch after taking some time at home raising her family, and in 2008 she rejoined Mark’s group.

Christine resides in Manahawkin, NJ.  In her spare time, she enjoys hiking, the beach, and spending time outdoors.  She also enjoys spending time with her children and grandchildren.

CA Insurance License Number: 0L23184. Resident State NJ

Julie joined our team as a Financial Advisor in January 2017 and holds her Series 7 and 66 registrations as well as her Life, Health, and Variable Annuity Insurance licenses.  Julie’s business focus is on Retirement Planning and she now serves in an important administrative and research role.  She has more than nine years of experience in the financial services industry with outstanding organizational, analytical, and project management skills. Julie is based out of our New York City office.

Julie graduated from West Virginia University in 2012 with a B.S. degree in Advertising and Business.   Julie grew up in Linwood, New Jersey and now resides in Manhattan.  In her spare time, she enjoys traveling, hanging with her dogs, and spending time outdoors.

CA Insurance License #0L74922. Resident State NY

Sam joined Wells Fargo Advisors in 2019 following his role as Head of Business Development at Analog Shift, a Manhattan-based wristwatch company.  With a proven track record, he cultivated extensive industry relationships.  Sam is passionate about financial planning and collaborates closely with clients to craft personalized investment strategies in order to help them reach their unique goals.  He serves a diverse clientele which focuses on fostering connections with the next generation, including founders, business owners, influencers, and social media-driven entrepreneurs.

 

Sam holds a B.A. in Environmental Science from Hamilton College (2017) and completed a postgraduate year at Westminster School in Connecticut, after attending Mainland Regional High School in Linwood, NJ.  Beyond his financial expertise, Sam is a nationally ranked competitive squash player and a dedicated vintage collectibles hobbyist.  Residing on the upper east side of Manhattan, he brings a wealth of experience and a genuine enthusiasm for helping clients achieve financial success.

Contact: 212-205-2955

Education
Hamilton College

CA Insurance License #4256480 Resident State NY

With over 10 years of experience in the financial industry, Sherri focuses on helping our clients plan for their future. From retirement accounts to new-found wealth, Sherri understands that each person’s financial health is unique to them and works with clients to create personalized investment plans. She is experienced in implementing these strategies and believes it’s best to start as early as possible.

Sherri’s career in finance started in 2011 in our Linwood, NJ office. She is security registered in multiple states including New Jersey, New York, Pennsylvania, and Florida and in addition to holding her Series 7, Series 63, and Series 65 she is licensed for life and health insurance including variable annuities. Sherri believes that the collaboration afforded by a team environment provides the highest level of expertise for our clients’ financial needs.

In Sherri’s time away from work, she resides in Egg Harbor Township with her three children and enjoys spending time working out, going to the beach, and baking.”

CA Insurance License Number: 4186712. Resident State NJ

Bobby joined our team as a Client Associate in January 2016.  Prior to that, he worked at Wells Fargo Bank as a Service Manager for 7 years. Since joining our team, Bobby has passed his Series 7, 9, 10 and 66 licensing exams and is now a Senior Registered Client Associate. He is also licensed for life and health insurance including variable annuities. Bobby’s focus is providing clients with consistent and personalized support and strives to make doing business with our team as easy as possible. 


Bobby graduated from Rutgers University in 2008 with a B.A. in Geography.  Bobby is married and resides in Egg Harbor Township, New Jersey.  When Bobby is not working he enjoys cooking, traveling and being outdoors.

CA Insurance License #4258612. Resident State NJ

Ari Matlick has been a dedicated member of the Linwood Wealth Management team of Wells Fargo Advisors since 2018, officially joining in August 2021.  With nearly three years at the company, Ari continues to make significant strides in the financial sector.

Ari began his formal education in 2016 at Muhlenberg College before transferring closer to home.  In 2020, he graduated magna cum laude from Stocken University with a degree in Political Science.  Ari leverages his expertise in global politics to identify and evaluate conditions that could significantly impact our capital markets.

 

The primary area that Ari focuses on within the business is equities and income.  He believes that a meticulous and well-crafted strategy combined with rigorous analysis delivers superior results.  Additionally, Ari also focuses strongly on ensuring clients are informed about the importance of compound interest and how it can dramatically impact their financial growth.

Ari believes that behavioral finance plays a crucial role in achieving investment objectives and personal investment goals.  By understanding and adjusting one’s outlook, he helps clients transform their financial strategies, make more informed decision, and ultimately increase their chances of success.  This approach requires treating every aspect of managing money, whether operational or market related, with the utmost urgency and diligence.

Ari grew up in Linwood and has now been working formally with the Linwood Wealth Management team for the last three years.  Now working in the office directly across from the high school he attended during his primary education, Ari is enjoying a full-circle moment in his career.

CA Insurance License: 4391374. Resident State NJ.

Craig joined our team at Wells Fargo Advisors in October 2016 after working various roles at our home office in St. Louis for over three years.   After graduating high school, Craig joined the United State Marine Corps and volunteered for the infantry where he was deployed on three occasions, twice to the Iraqi city of Ramadi and once to various locations in Southeast Asia.  In 2011 Craig graduated from the University of Missouri with a BS in Business Administration and an emphasis in Finance and Banking. 

Craig now resides in Stamford, CT, with his dog Stella.  In his free time he enjoys exploring his new-found home and all it has to offer.  On the weekends during the summer, fall and spring you can find him exploring the wilderness well outside the city limits.

CA Insurance License Number: 0L66821. Resident State CT

Jeremy Markowitz is a seasoned financial professional with 17 years of experience in the industry.  Based in New York City, he currently serves as a dedicated member of the Linwood Wealth Management Group.  Jeremy’s journey began at Brooklyn College, where he graduated Summa Cum Laude with a BS in Business Management and Finance, laying a solid foundation for his successful career.

Throughout his tenure, Jeremy has honed his expertise in all aspects of administrative tasks showcasing his commitment to ensuring seamless operations for his clients.  His business philosophy revolves around anticipating his clients’ needs before they arise and devising the simplest yet most effective strategies to achieve their financial goals.

Beyond his professional pursuit, Jeremy finds fulfillment in his role as a devoted husband and father and four.  Residing in West Hempstead for the past eight years, he cherishes family time and actively contributes to his community.  Jeremy’s dedication, coupled with his unwavering commitment to client satisfaction, distinguishes him as a trusted leader in the financial industry.

CA Insurance License #0K02488. Resident State NY