North Main Private Wealth Management

About Us

North Main Private Wealth Management Group
of Wells Fargo Advisors:

2023, 2024, and 2025 Forbes Best-in-State Wealth Management Teams1  

Meet Our Team

Josh Haney, CFP, QPFC

Private Wealth Financial Advisor
Managing Director - Investments
Phone: 925.603.3444
Email: josh.haney@wellsfargo.com
Resident State of CA. CA Insurance License #0G84575.

Harry Hendricks, CFP

Senior Financial Advisor
Managing Director - Investments
Phone: 925.296.3628
Email: Harry.Hendricks@wellsfargo.com
Resident State of CA. CA Insurance License #0A43343.

Kevin Hills, CFP

Senior Financial Advisor
Senior Vice President - Investments
Phone: 925.296.3659
Email: Kevin.P.Hills@wellsfargo.com
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State2  

Resident State of CA. CA Insurance License #0G52270.

Tim Brown

Senior Financial Advisor
Senior Vice President – Investments
Phone: 415.505.6444
Email: timothy.p.brown@wellsfargo.com
CA Insurance License #0G87557

Shane San Martin

Senior Financial Advisor
Managing Director – Investments
Phone: 925.296.3622
Email: sanmarsh@wellsfargo.com
Resident State of CA. CA Insurance License #0C88279

Annalisa Chan

Private Wealth Senior Registered Client Associate
Phone: 925.296.3640
Email: Annalisa.Chan@wellsfargo.com
Resident State of CA. CA Insurance License #0H38701.

Wendy Campos

Private Wealth Senior Registered Client Associate
Phone: 925.296.3283
Email: Wendy.M.Campos@wellsfargo.com
Resident State of CA. CA Insurance License #0L78273.
Jacob Schiller

Jacob Schiller

Private Wealth Senior Registered Client Associate
Phone: 925.296.3630
Email: Jacob.P.Schiller@wellsfargo.com
Resident State of CA. CA Insurance License #0L34182.

Denise Erdem

Senior Registered Client Associate
Assistant Vice President
Phone: 925.296.3633
Email: denise.erdem@wellsfargo.com
Resident State of CA. CA Insurance License #0B55641

Jessica Haney

Private Wealth Client Associate
Phone: 925.296.3657
Email: Jessica.Haney@wellsfargo.com

Richard Koobatian

Senior Registered Client Associate
Phone: 925.738.4262
Email: richard.koobatian@wellsfargo.com
Resident State of CA. CA Insurance License #0C37978

Forbes Best-In-State 2023 and 2024

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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