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About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Randall J. McCright
Senior Private Wealth Financial AdvisorManaging Director - Investments
Private Wealth Financial Advisor and Managing Director – Investments
Randy focuses on building strong relationships, investment planning, and money management. He works with high-net-worth clients and non-profit organizations, helping them manage their individual assets with honesty and integrity.
Professional Experience
Randy began his career in 1993 as Vice President of Institutional Research and Senior Research Analyst for SCI Capital Management, later becoming President and Chief Operating Officer. SCI Capital Management was eventually acquired by Wells Fargo & Company in May 2002.
Education
· 1977 graduate of Cornell College with a Bachelor of Special Studies degree with emphasis in Economics and Business Management.
· 1982 graduate of Indiana University with a master’s in business administration with emphasis in Accounting, Corporate Finance, and Investment Management.
· Professionally, Randy has acquired FINRA Series 7, 63, 65, and 3 registrations along with Life and Health Insurance industry license.
Family & Personal
Randy and his wife Mindy, love to travel and spend time with their three daughters’ families including their six grandchildren.
Randy focuses on building strong relationships, investment planning, and money management. He works with high-net-worth clients and non-profit organizations, helping them manage their individual assets with honesty and integrity.
Professional Experience
Randy began his career in 1993 as Vice President of Institutional Research and Senior Research Analyst for SCI Capital Management, later becoming President and Chief Operating Officer. SCI Capital Management was eventually acquired by Wells Fargo & Company in May 2002.
Education
· 1977 graduate of Cornell College with a Bachelor of Special Studies degree with emphasis in Economics and Business Management.
· 1982 graduate of Indiana University with a master’s in business administration with emphasis in Accounting, Corporate Finance, and Investment Management.
· Professionally, Randy has acquired FINRA Series 7, 63, 65, and 3 registrations along with Life and Health Insurance industry license.
Family & Personal
Randy and his wife Mindy, love to travel and spend time with their three daughters’ families including their six grandchildren.
Kelly M. Stobb, CFP, ChFC
Wealth AdvisorPrivate Wealth Financial Advisor and CERTIFIED FINANCIAL PLANNER®
Kelly is dedicated to making a positive impact in her clients' lives by helping them build and manage their financial portfolios for a secure future. She works closely with each client to develop a personalized investment plan that maximizes their resources and aligns with their dreams. Her focus includes guiding clients through retirement, optimizing estate plans1, and managing risk effectively.
Professional Experience
Kelly joined Wells Fargo Advisors in 2022 and has over 13 years of experience in the financial services industry.
Education
· 2011 graduate of Liberty University with a BA in Marketing
· CERTIFIED FINANCIAL PLANNER® certification
· Kelly holds FINRA Series 7 and 66 Licenses along with Life and Health Insurance industry license.
Family & Personal
When not working, you will find Kelly on the bike trails in the Midwest with her husband Bryan and their two children, Avery and Harvey.
1Wells Fargo Advisors does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor or lawyer to help you meet your financial goals.
Kelly is dedicated to making a positive impact in her clients' lives by helping them build and manage their financial portfolios for a secure future. She works closely with each client to develop a personalized investment plan that maximizes their resources and aligns with their dreams. Her focus includes guiding clients through retirement, optimizing estate plans1, and managing risk effectively.
Professional Experience
Kelly joined Wells Fargo Advisors in 2022 and has over 13 years of experience in the financial services industry.
Education
· 2011 graduate of Liberty University with a BA in Marketing
· CERTIFIED FINANCIAL PLANNER® certification
· Kelly holds FINRA Series 7 and 66 Licenses along with Life and Health Insurance industry license.
Family & Personal
When not working, you will find Kelly on the bike trails in the Midwest with her husband Bryan and their two children, Avery and Harvey.
1Wells Fargo Advisors does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor or lawyer to help you meet your financial goals.
David J. Peyton, MBA
Wealth AdvisorPrivate Wealth Financial Advisor
David’s passion and role is investment research and management. David’s enthusiasm for investments stems from his father and grandfather, both of whom preached the importance of saving and investing. David is continually reviewing market opportunities and risks in an effort to best position client portfolios for long-term success.
Professional Experience
David has 10 years of experience working with investment research as a financial advisor. Prior to joining the McCright Wealth Management Group, he was a Portfolio Manager and Analyst with BerganKDV.
Education
· 2014 graduate of University of Northern Iowa with a degree in Finance
· 2020 graduate of University of Northern Iowa with his MBA
· David has acquired his FINRA Series 7, 65 and 66 registrations along with Life and Health Insurance industry license.
Family & Personal
When he is not serving his clients, David spends time golfing, and enjoying life with his wife, Paige and their kids, Baker and Olivia.
David’s passion and role is investment research and management. David’s enthusiasm for investments stems from his father and grandfather, both of whom preached the importance of saving and investing. David is continually reviewing market opportunities and risks in an effort to best position client portfolios for long-term success.
Professional Experience
David has 10 years of experience working with investment research as a financial advisor. Prior to joining the McCright Wealth Management Group, he was a Portfolio Manager and Analyst with BerganKDV.
Education
· 2014 graduate of University of Northern Iowa with a degree in Finance
· 2020 graduate of University of Northern Iowa with his MBA
· David has acquired his FINRA Series 7, 65 and 66 registrations along with Life and Health Insurance industry license.
Family & Personal
When he is not serving his clients, David spends time golfing, and enjoying life with his wife, Paige and their kids, Baker and Olivia.
Cindy L. Meyer
Private Wealth Senior Registered Client AssociateAssistant Vice President - Senior Registered Private Wealth Client Associate
Cindy’s passion is providing the highest level of one-on-one service for every client. Cindy fosters strong client relationships by offering support for their account needs and managing complex situations including estate matters1.
Professional Experience
Cindy started her banking career at Merchants National Bank and began working with Randy at SCI as his dedicated associate 24 years ago.
Education
Cindy holds a FINRA Series 7 and 66 registrations and Life and Health Insurance industry license.
Family & Personal
Outside work Cindy enjoys spending time with her two grandchildren and watching her daughters compete in barrel racing.
1Wells Fargo Advisors does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor or lawyer to help you meet your financial goals.
Cindy’s passion is providing the highest level of one-on-one service for every client. Cindy fosters strong client relationships by offering support for their account needs and managing complex situations including estate matters1.
Professional Experience
Cindy started her banking career at Merchants National Bank and began working with Randy at SCI as his dedicated associate 24 years ago.
Education
Cindy holds a FINRA Series 7 and 66 registrations and Life and Health Insurance industry license.
Family & Personal
Outside work Cindy enjoys spending time with her two grandchildren and watching her daughters compete in barrel racing.
1Wells Fargo Advisors does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor or lawyer to help you meet your financial goals.
Val L. Irvine
Senior Client AssociateOfficer - Senior Client Associate
Val provides administrative support to financial advisors through opening accounts, managing client paperwork, scheduling appointments, and working with clients to complete service requests. Val enjoys providing excellent client service and solving problems.
Professional Experience
Val has accumulated a wealth of knowledge through her 31 years with Wells Fargo Bank, 20 of those as a bank manager. Her experience in the financial services industry makes her an excellent problem solver, allowing her to provide exceptional client service.
Education
· 1992 graduate of the University of Northern Iowa with a BA in Communications/Public Relations
Family & Personal
Val loves to give back to her community through a variety of volunteer activities in Cedar Rapids. She enjoys traveling, especially to the beach, and on weekends, you can find her riding her Can-Am Spyder motorcycle.
Val provides administrative support to financial advisors through opening accounts, managing client paperwork, scheduling appointments, and working with clients to complete service requests. Val enjoys providing excellent client service and solving problems.
Professional Experience
Val has accumulated a wealth of knowledge through her 31 years with Wells Fargo Bank, 20 of those as a bank manager. Her experience in the financial services industry makes her an excellent problem solver, allowing her to provide exceptional client service.
Education
· 1992 graduate of the University of Northern Iowa with a BA in Communications/Public Relations
Family & Personal
Val loves to give back to her community through a variety of volunteer activities in Cedar Rapids. She enjoys traveling, especially to the beach, and on weekends, you can find her riding her Can-Am Spyder motorcycle.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.