About Us

Collaboration – One of the most important attributes of Wealth Management

We work as a team to provide customized strategies, personalized service and in-depth financial counsel. Each member of our team has a common desire to serve the uniquely sophisticated wealth planning needs of our families.

Michael Gage

CFP

First Vice President - Investment Officer

My Background

As a CERTIFIED FINANCIAL PLANNER(TM) professional, I am dedicated to growing and preserving client's wealth through sound financial and investment strategies. For over 30 years, I have served a select group of individuals, multi-generational families and business owners by helping them achieve their financial goals. Investments have always been my calling. I hold a bachelor's degree in finance.

In the Community

I am an active parishioner at St. Francis Catholic Church and live in Frisco with my wife and two daughters. I have the honor to serve in various capacities in support of Kolbe Prison ministries. It has also been a privilege to serve my daughters' schools, Ursuline Academy and Legacy Christian Academy, through the years. Maple and Ginger, our goldendoodles, are spoiled daily!

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Angela Gage

Administrative Assistant

Angela has been part of Mike’s team at Wells Fargo Advisors for more than 18 years. Before joining Wells Fargo Advisors in 2006, she worked in the marketing department of JCPenney Company, Inc for 10 years.

Angela takes tremendous pride in playing an essential role in supporting Mike and his team. Having over 18 years of experience assisting Mike in serving clients, she specializes in building client relationships by providing operational care and going the extra mile.

Angela is also married to Mike Gage. They recently celebrated 31 years of marriage and are getting used to an empty nest as their daughters Ashlyn and Allyson are continuing their education at graduate school and college.

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Melissa Giovagnoli

Senior Registered Client Associate

Melissa is a Senior Registered Client Associate for Wells Fargo Advisors. She has over 40 years of experience in the financial industry. Before joining Wells Fargo Advisors in 2009, she worked for UBS Financial Services.

As a Senior Client Service Associate, Melissa leads the team’s daily operations. She provides strategic operational and administrative support and service to high net worth clients. She is a problem-solver and focuses on helping to ensure that clients’ needs are always met.

Melissa holds the Series 7 and 63 registrations. Melissa loves spending time with her fur babies, Donatella and Gigi.

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Additional Resources:

To help support your financial needs we can assemble a team of specialists that will work with us and your attorney, accountant, and other outside advisors. Below are some Specialists from non-brokerage affiliated business lines of Wells Fargo that we partner with regularly. 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. Please contact us if you have questions about how a specialist might be able to assist you.