Having a father who was an executive at ESPN from its early days, I was introduced to the sports and media business very young. Having stepped into the media world briefly, I pivoted to pursue Wall Street in 1993. The sports and entertainment industries are where I focused client acquisition and have continued to do so for over 30 years.

I provide targeted comprehensive financial advice and strategies designed to assist clients achieve their short- and long-term goals with the highest level of personal service and integrity.  Utilizing asset allocation through traditional and alternative investments I strive to reduce investment risk while seeking to achieve goals-based returns. Since joining Wells Fargo Advisors in 2009, I have continued to expand my practice and now provide access to custom credit, estate planning, insurance and trust services through Wells Fargo Bank, N.A. and affiliates.

Outside of the office, for fun and exercise, I ski, play golf and ice hockey and enjoy food and wine. My wife Pearl is retired from the LPGA where she held a tour card for 16 years with a win in 1998 and had a decorated amateur golf career winning numerous events including the US Amateur.  In 2023 she was inducted into the Southern California Golf Hall of Fame. She now teaches golf in greater Los Angeles after retiring as head coach for the woman's golf program at Cal State Fullerton. Additionally, I enjoy watching my daughter Madeline compete on the UCLA Women's Beach Volleyball team and my son Marcus play ice hockey and lacrosse at Cushing Academy in Massachusetts. We reside in Manhattan Beach, CA with our Labradoodle, Bo.

I hold a FINRA Series 7 (General Securities Representative), Series 65 (Uniform Investment Advisor Law), and Series 63 (Uniform Securities Agent State Law) registrations and Life and Health Insurance Agent (State of California) licenses. I received a BA in International Studies from The University of Lynchburg in 1992.

CA Insurance Lic # 0D38218. Resident State CA

Charlie McKeague is a Financial Advisor, whose practice focuses on working with business owners, athletes/entertainers and multi-generational families. Charlie helps to build, manage, preserve and transition wealth. He works in collaboration with his clients trusted advisors, including business managers, CPAs, and estate planning attorney's. Charlie has 10+ years of industry experience and has been with Wells Fargo Advisors his entire career. Charles and his team work comprehensively with a goal of addressing all aspects of investment management, retirement income management, tax-efficient strategies, estate planning strategies and legacy planning.

He earned his B.S. in Convergence Journalism from the University of Missouri. Prior to joining Wells Fargo, Charlie was the Managing Editor for Newsy (a digital video news startup). Charlie excelled in his prior role helping to grow Newsy – which was ultimately acquired by E.W. Scripps. As a St. Louis, MO native, Charles grew up in Kirkwood, MO and is a lifelong St. Louis Blues and Cardinals fan. Outside of work, he is usually enjoying the great outdoors with his girlfriend Tara and his French bulldogs Birdie and Kimchi. Charles’ active lifestyle also includes playing ice hockey, golf, and in the winter skiing/snowboarding.

“Simply put, I am a doer. I work well with the ORCA Sports and Entertainment group because we are extremely client-focused. Anything our clients need, no matter the complexity, we will find the solution and get the job done.”

Dylan is responsible for day-to-day service and administrative needs. He also provides data analytics to support ORCA with trading, financial planning, wealth advisory, equity strategy, and asset allocation.

Dylan held an internship with Wells Fargo Advisors before joining the ORCA Sports and Entertainment group in 2024. He brings expertise in portfolio analysis and investment research to ORCA. Dylan graduated from Southern Methodist University with a B.B.A. in finance and a B.S. in economics. Dylan enhanced his education abroad at Beijing Normal University where he completed his minor in Chinese.

Outside the office, Dylan maintains an active lifestyle by taking spin classes and going to the gym. He loves photography and worked throughout college as a sports photographer for the SMU football team. Lately, he has begun to develop his talents for smoking meats in his Traeger grill and enjoys cooking for friends.

Sang Hong is a senior trust advisor with Wells Fargo Bank Wealth & Investment Management located in Los Angeles, California. She guides high net worth individuals, families, and business owners through the trust, legacy, and business succession planning process. She thoughtfully helps clients define and prioritize their goals, and then guides them through the implementation, administration, and wealth transition events in a way in which they can provide for the people and causes they care most about.
She works in collaboration with internal and external advisors and fiduciary specialists to understand, analyze, advise, and evolve relationships. Through active listening, Sang helps identify the unique needs of each client, and then leverages the specialized capabilities and resources provided by Wells Fargo Bank Trust Services to create a wholistic experience for each client.

Nichole Baker is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Bank within the Wealth & Investment Management division. She serves Southern California (San Luis Obispo through Los Angeles counties) in the Western division. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Baker works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues.

Eric Pagel is a senior private wealth portfolio manager for Wells Fargo Bank located in Manhattan Beach, CA. Eric works with clients to create asset allocation strategies and build custom portfolios to help meet clients’ investment goals and objectives while reducing risk.
Prior to joining Wells Fargo Bank, Eric was a managing partner and portfolio manager at Tennenbaum Capital Partners in Santa Monica, CA. For six years, Eric participated in managing a $3 billion multi-strategy hedge fund. Eric focused on convertible and capital structure arbitrage, fundamental credit analysis and event driven strategies.

Prior to joining Tennenbaum, Eric was a portfolio manager at Symphony Asset Management in San Francisco. For five years, Eric was responsible for portfolio management and trading for both Symphony’s convertible arbitrage fund and Symphony’s best ideas credit fund. Previously, Eric worked for Ford Motor Company where he was lead industrial engineer at Ford Microelectronics.

Eric earned a Bachelor of Science in Industrial Engineering from Northwestern University and a Master of Business Administration from the Kellogg School of Management at Northwestern University.

Eric resides in Manhattan Beach with his wife. Eric enjoys travel, cycling and skiing. Previously, Eric served as a National Trustee and voting member of the investment committee of the Boys and Girls Clubs of America.

Eric Hu is the regional business development leader at Wells Fargo Bank for Real Estate Asset Management, Oil, Gas & Mineral Management, and Closely Held Asset Management for California, Nevada, Hawaii, and Alaska.

In this role, Mr. Hu works with clients in Wells Fargo Bank’s Wealth and Investment Management division to help enhance their real estate and specialty asset portfolios in order to pursue their planning and investment goals, while mitigating some of the risk. Mr. Hu also works with clients on real estate acquisitions that fit within their investment strategy.

Tom Maltese is a principal wealth custom lending specialist with Wells Fargo Bank’s Wealth & Investment Management located in Beverly Hills, California. Tom brings more than 20 years of experience delivering customized credit solutions to ultra-high-net- worth individuals and families. He partners closely with clients and their advisory teams to structure sophisticated lending strategies that support complex balance sheets, liquidity needs, and long-term wealth objectives, aligning credit solutions with broader investment and planning strategies.

Prior to joining Wells Fargo Bank, Tom held similar positions at both Morgan Stanley (10years) and Citi PrivateBank (12years).Throughout his career, Tom has specialized in complex secured and unsecured credit solutions backed by a broad range of assets, including commercial real estate, marketable securities, aircraft, alternative investments, life insurance, fine art and privately held business interests.

Tom earned a Bachelor of Science in Finance from Seton Hall University in New Jersey, which is where he grew up, and his MBA from Loyola Marymount University, in Los Angeles, where he has spent most of his adult life.

Tom lives in Sherman Oaks with his wife and son and enjoys skiing, hiking, and fishing up in Mammoth Lakes in his free time.