Contact Us

For twenty-five years Matt has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. His practice provides a comprehensive array of investment services in the accumulation, preservation and transfer of wealth. Matt combines discipline and compassion to help clients reach their goals through a dynamic process and individually designed plans.

Matt began his career in 1999 as a Financial Advisor with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. In 2007, he earned the CERTIFIED FINANCIAL PLANNER^® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. In 2013, Matt achieved the Chartered Advisor in Philanthropy designation through the American College. This program provides him with the knowledge and skills necessary to help his clients realize their philanthropic aspirations.

After earning his Bachelor’s degree in Political Science from the United States Naval Academy, Matt served as a Naval officer aboard the USS Nicholson. While stationed at the Naval Surface Warfare Center in Dahlgren, Virginia, he obtained a Master’s in Business Administration from Strayer University.

Out of the office, you can find Matt on a local bike trail or trout stream.


CA Insurance Lic # 4418627, Resident State PA.

Andrea Curtis, Financial Consultant, teamed with Matthew Wagle, Managing Director-Investments, CFP®, MBA, with Wells Fargo Advisors in 2024. She spent the previous 10 years with Merrill Lynch as a Financial Advisor. She earned her bachelor’s degree from the University of Pittsburgh in Business Administration. Her early career was spent with BNY Mellon as a fund accountant, followed by several years with UPMC as a business analyst. Her love for working with individuals and families lead her to a career in Wealth Management.

Andrea enjoys working on a multigenerational team that focuses on multigenerational planning. The focus of the team is clear, provide comprehensive investment advice, that begins with listening to client’s goals, and working with them to develop a plan to achieve those goals.

Away from the office, Andrea and her husband Doug live in Wexford PA. They are parents to three active children, Ava, Cameron, and Cole. If they aren’t on the football or baseball field, you can probably find them traveling for a dance competition. Andrea enjoys family game nights on Fridays, and summer trips with the kids to the beach.

Additionally, Andrea is passionate about financial literacy, education, and animal welfare. She serves on several boards, Boys Hope Girls Hope of Pittsburgh, Animal Friends of Pittsburgh, and Ellevate of Pittsburgh.

Renee joined Wells Fargo Advisors in April of 2016 after 17 years of financial service experience with S&T Bank and Farmers National Bank. Renee’s focus and forte are to provide clients with legendary service.

Renee is a native of Brookville and a graduate of Brookville Area High School. Her career in the financial services industry began immediately out of high school. Since then, Renee has become certified in Consumer Lending, Retail Customer Service, and Financial Sales, with her most recent accomplishment being Senior Brokerage Client Associate in 2024.

Away from the office, Renee finds pleasure and fulfillment in raising her family. Renee also enjoys working closely with brides providing bridal makeup on their special day. She enjoys volunteering her time at local women’s shelters, who work closely with females bettering their lives and careers.

Jimi joined Wells Fargo Advisors in 2011 after a decade with Arthurs Lestrange and RBC Capital Markets. He attained his bachelor’s degree from Duquesne University.

During his tenure at Arthurs Lestrange and RBC, Jimi learned and developed his fundamental investment knowledge. He has extensive experience working in an operations capacity. Jimi takes a client-centric approach & his background is invaluable in providing simplicity in guiding clients through a complicated process or system.

Education is important to Jimi. His credentials include the Series 7, 63 and 66 registrations. He also holds life accident and health, and variable contracts insurance licenses in multiple states.

Jimi is actively involved with the JNF and Chabad Lubavitch. A passionate interest in his ancestry guides his commitment to Clans Donald, Napier and Donnachaidh, both in the United States and Scotland. Jimi was born and raised in the Delaware Valley. Jimi has lived in Port Vue, PA since 1996.



California Insurance License Number 0K14810 - resident state, PA