After his career as a professional athlete, James began working in the financial services industry in 1982. As a Financial Advisor he takes great pride in being a trusted advisor and friend to his clients to create, manage and execute customized investment plans that help them take advantage of opportunities and address the challenges at each life stage.

In addition to James’s decades of experience as Financial Advisor, he has earned the Accredited Asset Management Specialist (AAMS®) professional designation. To earn his AAMS® he completed a program covering investment planning topics such as asset management; asset allocation; investment strategies; risk, return and investment performance. This combination of experience and focused training allows him to provide clients with personalized advice and guidance.

James and his wife Vicki are committed to their community and giving back. In addition to their involvement with their church, they volunteer at a program that provides meals to seniors who are unable to purchase or prepare their own. They are also heavily involved in a program in Mexico that helps rescue children from sex trafficking and provides them with the resources and education needed to help rebuild their lives. James and Vicki live in El Dorado Hills and have 3 grown children and 7 grandchildren. Away from work, they love to spend time traveling, often with friends. In addition, he spends time in his shop working on woodworking projects.


California Insurance License Number 0628291, Resident State CA

With more than 20 years of experience as a Financial Advisor, Matt is dedicated to building meaningful, long‑term relationships with his clients. He brings deep knowledge and practical experience to help individuals and families plan for and pursue their financial goals at every stage of life.

Matt earned his BA in Economics from California State University, Sacramento, followed by a Master’s degree in Economics with a focus in Microeconomics from the University of California, Davis.

As a Senior Financial Advisor, Matt takes a collaborative, personalized approach. He works closely with clients to design tailored investment strategies that may include retirement planning, investment management, insurance solutions, and estate planning considerations. Because each client’s situation is unique, he creates strategies that are customized to their specific needs and goals.

Outside the office, Matt enjoys the outdoors, scuba diving, and traveling with his wife and their two boys. He also volunteers on the finance committee at his local church and serves in leadership roles within his church community.

California Insurance License Number 0B91615, Resident State CA

Greg is a Financial Advisor with over 22 years of experience helping his clients plan for and achieve their financial goals. He takes a holistic approach and works to build personalized investment plans that help his clients address financial commitments throughout their lives so they can focus on their passionate pursuits.

After earning his BA degree in Business Administration with a focus in Economics in 1999 from Bethany University in Scotts Valley, CA, he began his career with Wells Fargo Bank, N.A. as a Personal Banker in 2002. In 2005, he transitioned to Wells Fargo Advisors where he enjoys applying his knowledge of economics and finance to provide trusted advice and guidance to his clients.

Away from the office Greg is an avid car enthusiast with a focus on Porsches. He enjoys buying and restoring cars as well as racing one of his cars at local race tracks in California. He also volunteers his time and resources to help make repairs on cars of those who can’t afford to have the work done at a professional shop. Greg enjoys hiking, fishing & dirt bike riding with his family. He and his wife live in Shingle Springs with their 2 boys.

California Insurance License Number 0E69552, Resident State CA

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Joel is dedicated to building lifelong relationships with his clients based on honesty and integrity. With more than 26 years of experience as a Financial Advisor, he aims to provide prudent and comprehensive investment strategies specifically tailored to each client’s needs.

Joel’s educational background includes earning his degree in business with a concentration in finance from William Jessup University. He built experience as an Advisor at Morgan Stanley and now at Wells Fargo Advisors.

His passion for working with his clients has only grown through the years.  His goal is to help his clients live the life they have envisioned and help them achieve their goals.

Joel lives in El Dorado Hills and enjoys spending time with his wife and four children.  He is involved in the community. He is passionate about soccer and volunteers as a coach for his children’s teams and is active at his church.

California Insurance License Number: 0D05160. Resident State: California

With more than ten years of experience in investment management, retirement planning, and tax‑efficient strategies, Matthew Cimino is dedicated to providing a highly personalized and collaborative planning experience. He serves clients with empathy and care, especially those navigating complex or emotionally challenging financial situations, helping them build confidence and clarity as they work toward their financial future. Matthew believes in becoming a trusted member of each client’s financial team, working alongside them to build strategies that support their goals today and over the long term.

Matthew holds a Bachelor of Arts from Jessup University and an MBA in Finance from Colorado State University. In 2024, he earned the CERTIFIED FINANCIAL PLANNER® certification, underscoring his commitment to delivering knowledgeable, fiduciary‑focused guidance.

His approach blends strong technical expertise with a genuine understanding of each client’s unique financial story. Whether assisting with retirement planning, legacy strategies, or tax‑efficient solutions, Matthew’s goal is to empower clients to make informed, confident decisions that align with their values and aspirations.

Matthew lives in Cameron Park, CA, with his wife and their four children. Outside of work, he volunteers with his church and two nonprofit organizations, assistant‑coaches Little League baseball, and is pursuing his personal mission to visit all 30 Major League Baseball stadiums.

Wells Fargo Advisors does not provide legal or tax advice.