About

Private Wealth Financial Advisor and Managing Director – Investments

As a Private Wealth Financial Advisor and Managing Director – Investments, Randy McCright brings decades of experience and a deep commitment to helping high-net-worth individuals and nonprofit organizations navigate complex financial landscapes. His approach centers on building lasting relationships, developing tailored investment strategies, and wealth management with integrity and transparency.

Professional Background
Randy began his career in 1993 as Vice President of Institutional Research and Senior Research Analyst at SCI Capital Management, where he later served as President and Chief Operating Officer. In 2002, SCI Capital Management was acquired by Wells Fargo & Company, marking the beginning of Randy’s long-standing tenure with the firm.

Education & Credentials

• Cornell College – Bachelor of Special Studies in Economics and Business Management (1977)
• Indiana University – MBA with concentrations in Accounting, Corporate Finance, and Investment Management (1982)
• Holds FINRA Series 7, 63 and 65 registrations
• Licensed in Life and Health Insurance

Personal Interests
Outside of work, Randy enjoys traveling with his wife, Mindy, and cherishing time with their three daughters and six grandchildren. His dedication to family and community reflects the same values he brings to his professional relationships.

Financial Advisor, VP – Investment Officer

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional, Kelly is passionate about helping clients build financial confidence and clarity. She partners closely with individuals and families to craft personalized investment strategies that align with their goals, values, and vision for the future. Her focus includes retirement planning, estate strategy coordination¹, and risk management.

Professional Background
Kelly joined Wells Fargo Advisors in 2022, bringing in over 15 years of experience in the financial services industry. Her deep understanding of wealth planning and commitment to client success make her a trusted advisor to those navigating complex financial decisions.

Education & Credentials

• Liberty University – Bachelor of Arts in Marketing (2011)
• CERTIFIED FINANCIAL PLANNER®
• Chartered Financial Consultant® (ChFC®)
• FINRA Series 7 and 66 registrations
• Licensed in Life and Health Insurance

Personal Interests
Outside of work, Kelly enjoys exploring Midwest bike trails with her husband, Bryan, and their two children, Avery and Harvey. She values time spent outdoors and creating lasting memories with her family.

Financial Advisor
As a Financial Advisor, David Peyton brings a deep passion for investment research and portfolio management. Inspired by the financial wisdom passed down from his father and grandfather, David is committed to helping clients build long-term financial success through thoughtful, research-driven strategies. He reviews market trends and opportunities to position portfolios for growth while managing risk effectively.

Professional Background
David has over a decade of experience in investment research and advisory services. Before joining the McCright Wealth Management Group of Wells Fargo Advisors in 2023, he served as a Portfolio Manager and Analyst at BerganKDV, where he honed his skills in asset allocation and investment analysis.

Education & Credentials

• University of Northern Iowa – Bachelor’s Degree in Finance (2014)
• University of Northern Iowa – Master of Business Administration (2020)
• FINRA Series 7 and 66 registrations
• Licensed in Life and Health Insurance

Personal Interests
Outside of the office, David enjoys golfing and spending quality time with his wife, Paige, and their two children, Baker and Olivia. His love for family and the outdoors reflects the balanced approach he brings to both life and work.

Senior Registered Private Wealth Client Associate

Cindy Meyer is committed to delivering exceptional, personalized service to every client. With a focus on building strong relationships and navigating complex account needs—including estate strategy related matters¹—Cindy plays a vital role in helping to ensure a seamless client experience.

Professional Background
Cindy began her banking career at Merchants National Bank and has worked alongside Randy McCright for over 25 years, serving as his dedicated associate since their time at SCI Capital Management. Her deep knowledge and steady presence have made her a trusted resource for clients and colleagues alike.

Credentials

• FINRA Series 7 and 66 registrations
• Licensed in Life and Health Insurance

Personal Interests
Outside of the office, Cindy enjoys spending time with her two grandchildren and cheering on her daughters in barrel racing competitions. Her love for family and community shines through in everything she does.

Senior Registered Client Associate

Val Irvine brings over three decades of experience to her role, providing essential administrative support to financial advisors and clients. From opening accounts and managing documentation to scheduling appointments and resolving service requests, Val is known for her problem-solving skills and commitment to delivering outstanding client service.

Professional Background
Val has been with Wells Fargo Bank for more than 30 years, including 20 years as a bank manager. Her deep industry knowledge and leadership experience make her a valuable resource for both clients and colleagues.

Education & Credentials

• University of Northern Iowa – Bachelor of Arts in Communications/Public Relations (1992)
• FINRA Series 7 and 66 registrations
• Licensed in Life and Health Insurance

Personal Interests
Val is passionate about giving back to her community through volunteer work in Cedar Rapids. She enjoys traveling—especially to beach destinations—and on weekends, she can often be found riding her Can-Am Spyder motorcycle.