Jeff grew up in Summit, New Jersey and graduated from Boston University in 1984. Following a successful career in the credit card processing industry, he moved to the Monterey Peninsula in 1992 to work with his father as a financial advisor for Prudential Securities – a predecessor firm of Wells Fargo Advisors. Jeff is now the Managing Director-Investments with the Newman Investment Group of Wells Fargo Advisors and lives in Carmel with his wife, Noelle. They have 3 grown children: Tucker, Alyssa & Alex. Jeff's refreshing east coast personality is appreciated by clients who desire a clear understanding of their investments and financial options.

CA Insurance License Number: 0B09574. Resident State CA.

Alex grew up in Carmel, California and graduated from University of Denver in 2019 with a BS in Business Administration. He spent 3 years in Construction Management overseeing projects in Colorado and California, such as the new Google World Headquarters in Mountain View, California. In 2022, Alex made the transition to become a Financial Advisor like his grandfather, mother, and father did before him. Now he joins his father and mother at the Newman Investment Group of Wells Fargo Advisors.
 
CA Insurance License Number: 4290734. Resident State CA.

Cathy began her career in the financial services industry in 1998 in Danville California. In 2000 she was recruited to the Newman Investment Group of Wells Fargo Advisors for her exceptional skills with client relationships and understanding financial services industry. New clients to the Newman Investment Group of Wells Fargo Advisors get to work with Cathy to establish their accounts and help them get accustomed to the Wells Fargo Advisors' procedures and systems.

CA Insurance License Number: 0M06664. Resident State CA.

Leigh grew up in Birmingham, Alabama and graduated from the University of Southern Mississippi with a BS in Finance.  She began her career in 1995 as a Financial Advisor with Morgan Stanley.  Leigh has a unique background of working as a Financial Advisor, Operations Manager, Compliance Manager and Branch Management roles over the last 20 years.  Leigh’s expertise in working with clients extends into planning and portfolio analysis.  Leigh was recruited to the Newman Investment Group of Wells Fargo Advisors in November 2021, but she brings over 25 years of industry experience to our team.

CA Insurance License Number: 0H73022.  Resident State CA.

Kelly started her financial services career in 2014 at the downtown Monterey Wells Fargo Bank. She has been in the banking industry for over 10 years with experience as a Bank Teller and Personal Banker. Kelly joined the Newman Investment Group of Wells Fargo Advisors in May 2022.

CA Insurance License Number: 0N09353. Resident State CA.

Originally from the Monterey area, Alanna moved to Los Angeles to attend California State University, Northridge and began her financial services career in 2016 at the UBS Private Wealth Management office located in Century City. She relocated back to Northern California and maintained senior client associate roles at Merrill Lynch and Morgan Stanley Private Wealth Management. She joined the Newman Investment group of Wells Fargo Advisors in March 2025, and will assist the team in all aspects of client services and operations.

CA Insurance License Number: 4446114. Resident State CA
Accredited Asset Management Specialist^®