Meet Our Team
Angela Ostendarp, CFP
Private Wealth Financial Advisor
Angie has over 25 years of experience in the financial services industry, helping clients to develop and manage investment strategies and in managing investment portfolios. She began her career with Wachovia Corporation, a predecessor of Wells Fargo & Co., in 1989 in the manager training program and became a Financial Advisor in the brokerage program in 1994. She earned the CERTIFIED FINANCIAL PLANNER™ certification in 1999 by passing a rigorous examination and meeting stringent experience requirements. She began working with fellow Wells Fargo Advisors Financial Advisor Jordan Raniszeski in 2008 in order to better serve clients by leveraging each other’s unique experiences.
She has been named a Premier Advisor by Wells Fargo Advisors every year since 2007, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
In 2012 she was selected by the Charlotte Business Journal as one of 25 “Women in Business”*, recognizing her achievements in business and in the Charlotte community. In 2014 and 2015, Angie was selected by Barron’s in their Top 1200 Financial Advisors**.
Angie is a graduate of the University of North Carolina at Chapel Hill, where she received a Bachelor of Science degree in Business Administration. She loves watching sports, especially anything involving the Tarheels, the Carolina Panthers or Charlotte Hornets.
Away from the office, Angie enjoys spending time with her husband of 25 years, Jay, and her three children, Alec, Jamie and Erin. She likes to play golf and is a member at Carmel Country Club in Charlotte. Angie is an active parishioner at St. Matthew’s Catholic Church. She enjoys working in her garden and spending time with friends.
*The Charlotte Business Journal 25 Top Women in Business were selected from nominations submitted by senior managers, colleagues and employees for their achievements in business and their communities. Investment performance isn’t an explicit component.
**Barron’s Top 1,200 Financial Advisors: The rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.
Jordan Raniszeski, CFP
Private Wealth Financial Advisor
Jordan Raniszeski has been in the financial services industry since 2002 helping clients to develop smart, disciplined and comprehensive financial strategies that thoughtfully consider their needs, goals and risk tolerance.
Jordan earned his bachelor’s degree in Accountancy with honors from the University of Notre Dame. In 2005, Jordan earned the CERTIFIED FINANCIAL PLANNER™ certification by passing a rigorous examination and meeting stringent experience requirements.
He began his career in the Private Client Advisory practice of Deloitte & Touche, LLP in Charlotte, North Carolina. In that role, he provided comprehensive financial advice to high net worth individuals and families. He joined Wachovia Corporation in 2004 as part of the Executive Financial Planning Services practice within Wachovia Wealth Management, where he provided comprehensive financial planning to individuals and families with a specific focus on corporate executives. In 2007, Jordan became a Financial Advisor within Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
Jordan has been recognized as a Premier Advisor by Wells Fargo Advisors each year since 2016, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. In 2018 and 2019, Jordan was recognized by Forbes* in their “Top Next Generation Wealth Advisors” list, ranking #179 nationally in the 2019 list.
Away from the office, Jordan spends his free time with his wife, Anna, and their four children, Sydney, Olivia, John Paul and Jude. Jordan is an avid reader, with a particular passion for history and politics. He enjoys playing golf and is a member at Carmel Country Club in Charlotte as well as being an active parishioner at St. Vincent de Paul Catholic Church. Jordan is active in the community, serving in various roles with organizations such as MiraVia, Junior Achievement and Belmont Abbey College.
* The Forbes Top Next-Gen Wealth Advisors 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.
Mary Sherrill Ware, CFP, CIMA, MBA
Private Wealth Financial Advisor
Mary Sherrill Ware has been in the financial services industry since 2005, helping clients to develop smart, disciplined and personalized financial strategies that thoughtfully consider their needs, goals and risk tolerance.
Mary began her career as a Financial Specialist with Wachovia Bank in Charlotte, North Carolina. In 2006, Mary became a Financial Advisor within Wachovia Securities, a predecessor firm of Wells Fargo Advisors. She began working with fellow Wells Fargo Advisors Financial Advisors Angela Ostendarp and Jordan Raniszeski in 2011 to better serve clients by leveraging their combined experience.
Mary earned her bachelor’s degree from the University of North Carolina at Chapel Hill. She attended the University of North Carolina at Charlotte’s Certified Financial Planning program and became a CERTIFIED FINANCIAL PLANNER™ professional in July 2008 by passing a rigorous examination and meeting a stringent experience requirement. Mary attended the Wharton School of the University of Pennsylvania in October 2011 to complete the Educational Component of the Certified Investment Management Analyst program and obtained the Certified Investment Management Analyst™ designation in November 2011.
Mary received her Masters of Business Administration from Wake Forest University in August of 2014 and received the Wake Forest University MBA
Student Leadership Award in September of 2014.
In 2019, Mary was recognized as a Best-in-State Next Gen Wealth Advisor by Forbes* and included in the Top Wealth Advisor Moms list compiled by SHOOK Research and Working Mother magazine*.
Mary currently serves as the Distribution Committee Chair of the Good Friends Charlotte Board of Directors. Mary previously served on the board of directors of KIPP Charlotte and was a founding member of the World Economic Forum Global Shapers Charlotte Hub. She’s an alumna of Class 32 Leadership Charlotte program and is an active member of the Women’s Impact Fund, Financial Planners Association of Charlotte, Investments & Wealth Institute, the Charlotte Chapter of the UNC General Alumnae Association and East Mecklenburg High School Alumnae Association.
Away from the office, Mary enjoys cheering for the Tar Heels and spending time with her husband, Luke, daughter, Mary Lauren, son, Miles, friends, family and their Boston terrier, Effie.
* The Forbes and Working Mother rankings algorithm are 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.
Joe assists Angie, Jordan and Mary with a wide range of activities including portfolio analysis, sending investment research reports, trading and many other tasks that improve our overall client experience. Before joining our team in 2016, Joe spent 10 years in the Preferred Client Services area of Wells Fargo Advisors, working directly with high net worth clients on our WellsTrade® platform. Joe lives in South Charlotte with his wife, Sarah, and their three children, Bradley, Bennett and Dexter. He loves snowboarding, mountain biking and cheering for the Carolina Panthers.
Marketing Client Associate
Sherrie maintains a professional and organized client service environment that allows Angie, Jordan and Mary to devote their full attention to clients and their investment planning. With more than a decade of client service experience, Sherrie schedules appointments, handles incoming calls, directs them to the appropriate person, and helps plan and coordinate the team’s frequent client events. Sherrie lives in Rock Hill, South Carolina with her husband John and their dog Rascal. Sherrie enjoys travel and the outdoors as well as doing anything creative.
Wealth Management Senior Registered Client Relationship Associate
Wealth Management Registered Client Relationship Associate
Steven works with Ania to handle the full spectrum of client operational needs, assisting clients with transactions and speaking with them about their investment needs. He has been in the financial services industry since 2010 and has been working directly with clients since 2011. A Minnesota native, Steven moved to the Lake Norman area near Charlotte in 1997 and has lived in the Carolinas ever since. He loves just about anything involving water, including deep sea fishing, surfing, boating and, most especially, fishing with his two nephews.