Meet Our Professionals
Howard L. McMillan, III, CEPA
Private Wealth Financial Advisor
Managing Director - Investments
Josh Williford, MSFS, CEPA
Senior Registered Client Associate
Additional Resources
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. These resources are employed by Wells Fargo Wealth and Investment Management (WIM) and Wells Fargo Bank*. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
*Josh Kuhnert, CFA®, CAIA®
Executive Director
Senior Lead Private Wealth Portfolio Manager
*Ted Laporte, CFP®
Executive Director
Senior Wealth Strategist
*David Lambour
Senior Custom Credit Banker
Executive Director
*Debra Rankin, CAP®, CFRE®
Senior Philanthropic Trust Advisor
Executive Director
Philanthropic Services
*Cindy Straka, CFP®
Lead Wealth Management Banker
Senior Assistant Vice President
*Vincent A. D’Amico
Senior Trust Real Estate & Specialty Asset Advisory Specialist
Executive Director
*Tim Rahr, CEPA®
Lead Wealth Planning Strategist
Executive Director
*Kris-Andra Houchins, CFP®
Senior Fiduciary Strategist
Executive Director
*Greg Allard
Senior Vice President
Corporate Aircraft Territory Manager
*Employed by Wells Fargo Bank, N.A.
Credentials & Accolades
Private Wealth Financial Advisor
Unique to Wells Fargo Advisors, a Private Wealth Financial Advisor focuses on working with high-net- worth clients. Howard L. McMillan, Managing Director – Investments and Private Wealth Financial Advisor, is able to provide clients access to products and services through various Wells Fargo affiliates such as the Wells Fargo Private Bank experience and Wells Fargo Securities to address clients’ wealth management needs.Certified Exit Planner Advisor®
As Certified Exit Planning Advisors®, CEPA®, both Howard McMillan and Josh Williford work with you to offer customized products and services to help maximize your company’s profitability and enhance its value. By teaming with a network of professionals he can help you identify potential opportunities to explore and obstacles to avoid. This collaboration provides personalized advice and helpful guidance to address the myriad challenges you as a business owner confront.Wells Fargo Advisors Platinum Counsel
Howard McMillan has received the Wells Fargo Advisors Platinum Council* for 2023, 2022, 2021, 2020, 2019, and 2015. This distinction reflects Howard's achievement of professional success by meeting or exceeding Wells Fargo Advisors' highest standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
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