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
Email Address
josh.haney@wellsfargo.comPhone Number
(925) 603-3444Resident State of CA. CA Insurance License #0G84575.
Certificates
CFP, QPFC
Harry Hendricks, CFP
Senior Financial Advisor
Managing Director - Investments
Email Address
Harry.Hendricks@wellsfargo.comPhone Number
(925) 296-3628Resident State of CA. CA Insurance License #0A43343.
Certificates
CFP
Kevin Hills, CFP
Senior Financial Advisor
Managing Director - Investments
Email Address
Kevin.P.Hills@wellsfargo.comPhone Number
(925) 296-36592024 Forbes Top Next-Gen Wealth Advisors Best-In-State2
Resident State of CA. CA Insurance License #0G52270.
Certificates
CFP
Tim Brown
Private Wealth Financial Advisor
Managing Director - Investments
Email Address
timothy.p.brown@wellsfargo.comPhone Number
(415) 505-6444Resident State of ID. CA Insurance License #0G87557
Shane San Martin
Senior Financial Advisor
Managing Director - Investments
Email Address
sanmarsh@wellsfargo.comPhone Number
(925) 296-3622Resident State of CA. CA Insurance License #0C88279
Annalisa Chan
Private Wealth Senior Registered Client Associate
Email Address
Annalisa.Chan@wellsfargo.comPhone Number
(925) 296-3640Resident State of CA. CA Insurance License #0H38701.
Wendy Campos
Private Wealth Senior Registered Client Associate
Email Address
Wendy.M.Campos@wellsfargo.comPhone Number
(925) 296-3283Resident State of CA. CA Insurance License #0L78273.
Jacob Schiller
Private Wealth Senior Registered Client Associate
Email Address
Jacob.P.Schiller@wellsfargo.comPhone Number
(925) 296-3630Resident State of CA. CA Insurance License #0L34182.
Denise Erdem
Private Wealth Senior Registered Client Associate
Assistant Vice President
Email Address
denise.erdem@wellsfargo.comPhone Number
(925) 296-3633Resident State of CA. CA Insurance License #0B55641
Richard Koobatian
Private Wealth Senior Registered Client Associate
Email Address
richard.koobatian@wellsfargo.comPhone Number
(925) 738-4262Resident State of CA. CA Insurance License #0C37978
Jessica Haney
Private Wealth Client Associate
Email Address
Jessica.Haney@wellsfargo.comPhone Number
(925) 296-3657