Thomas R. North is a Managing Director - Investments with Wells Fargo Advisors in Carmel, California.  Tom has been helping oversee the financial affairs of high-net worth families, trusts, endowments and individuals for more than 39 years.  He and his team focus on wealth management planning, risk allocation and retirement income management. Tom is also a Portfolio Manager in the Private Investment Management Program (PIM) and holds CA Insurance License Number: 0A73767 Resident State: CA.
 
Tom has been a lifelong resident of Carmel and the Monterey Peninsula. He attended local schools and graduated from Carmel High School in 1971. Tom helped run a family business while attending Monterey Peninsula College.  From 1975-1979 Tom attended Maharishi University of Management, where he received his Bachelor’s degree in Business Administration. At MUM, Tom was a member of student government and played intercollegiate basketball and baseball.  In 1998 Tom attended the Wharton School at the University of Pennsylvania where, in conjunction with the Investments and Wealth Institute (IWI), he received the professional designation of Certified Investment Management Analyst (CIMA). 

Tom has practiced Transcendental Meditation since 1975 and the TM Sidhis Program since 1978. Tom is married to Connie North and has 2 grown daughters.  He is a member of the Carmel Rotary Club where he is a Paul Harris Fellow.  Tom is an avid Scuba diver and free diver, and a member of the Monterey Sea Otters Dive Club. He donates much of the bounty he collects from the sea to charitable organizations.  He also enjoys swimming, cycling, yoga and writing.

Tom is the award winning and best-selling author of “True North, The Shocking Truth about Yours, Mine and Ours,” the true story of his experience as one of the 20 Beardsley children made famous in the 1968 film starring Lucille Ball and Henry Fonda.  Tom is working on his second book- “The Richest Man in China.”

Nathan L. Steen is a First Vice President of Investment with Wells Fargo Advisors in Carmel, California. Nathan has been helping oversee the financial affairs of high-net-worth families, trusts, endowments and individuals in the area for more than 10 years. He and his team focus on wealth management planning, risk allocation and retirement income management. Nathan also acts as a Portfolio Manager in the Private Investment Management (PIM) Program and holds CA Insurance License Number: 0E70422. Resident State CA. In 2018, Nathan Steen has been recognized as a 2018 Top Next Generation Advisor by Forbes magazine*.
 
Nathan has been a life-long resident of Monterey Peninsula. He attended University of California, Davis, where he earned his B.S. in Managerial Economics along with a minor in Economics. Upon graduation, he was fortunate enough to move back to the area where he not only started his career but met his wonderful wife, Christina. Nathan and Christina were married in 2009 and are now spending their time enjoying their daughter, Kendall and son Cameron.

Outside of work, Nathan volunteers his time serving as a Board Member of the Monterey Peninsula College Foundation as well as the Rotary Club of Pacific Grove.

^* The Forbes 2018 Top Next Generations Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Anastasia Khokholkova, Senior Registered Client Associate, has joined the North Wealth Management Team in 2006. Having over 10 years in the financial services industry, Anastasia’s knowledge of operational efficiency and dedication to provide high net worth clients with superior client experience makes her an invaluable member of the team. As an integral part of the North Wealth Management Team, Anastasia has a wide variety of responsibilities but her passion is in taking genuine care with each and every client to ensure they receive the highest level of service.

Anastasia holds a B.S. in Marketing from San Francisco State University, and maintains her Series 7, 66, and 9/10 securities registrations.

Outside of work, Anastasia is a member of National Charity League, which helps to foster mother-daughter relationships in a philanthropic organization committed to community service and leadership development. Anastasia is a proud mother of two young children, Katrin and Kai. While spending time with her family, she enjoys hiking, biking along the beaches of Monterey Peninsula, travelling, and working on her home and garden.