Paul is a Managing Director- Investments of the Piedmont Wealth Management Group of Wells Fargo Advisors. He works with a select contingent of high-net-worth individuals, families, non-profit foundations, and endowments, focusing on holistically managing most aspects of their financial well-being.

Prior to joining Wells Fargo Advisors in 2018, Paul was a Financial Advisor at both Morgan Stanley and Merrill Lynch with more than 30 years of industry experience.

Since 1985, Paul has guided affluent investors through every life and wealth stage. When advising clients his goal is to apply a positive, optimistic, and realistic investment perspective to help investors create predictable retirement income or legacy value while preserving capital and pursuing their goals.

Paul is committed to client service, informed investing, and long term planning. His vast experience and firsthand knowledge of all securities markets, has allowed him to support investors through multiple generations and across multiple market cycles.  

Prior to his career in the financial service industry, he spent 6 years in the oil and gas industry as a senior financial executive for a Fortune 500 company, and 4 years as a Certified Public Accountant with Deloitte, Haskins, Sells (a predecessor company to today’s Deloitte and Touché LLP).

Paul enjoys fishing, hunting, traveling to Italy, and spending time with his family.


CA Insurance License Number 4014587. Resident State TX.

John is a Managing Director - Investments of the Piedmont Wealth Management Group of Wells Fargo Advisors. He works with a select group of high-net-worth individuals, families, non-profit foundations, and endowments, focusing on holistically managing most aspects of their financial well-being.

John’s knowledge in investment planning allows him to bring structure and clarity to the process of building and preserving wealth.


John is a CERTIFIED FINANCIAL PLANNER™ professional as authorized by the Certified Financial Planner Board of Standards (CFP® Board). He also holds the CERTIFIED PORTFOLIO MANAGER (CPM®) designation from Columbia University in conjunction with the Academy of Certified Portfolio Managers.

John graduated from Walsh College of Accountancy and Business Administration with Honors, earning a Bachelor’s degree in finance. He joined Wells Fargo Advisors in October of 2018, after previously spending eight years with Morgan Stanley Wealth Management.

When out of the office, John enjoys spending time with his wife Carol and two sons Lucas and Benjamin. He is an active member of his Church and an auto enthusiast.

CA Insurance License Number 4014700. Resident State TX.

Dan is a Managing Director – Investments of the Piedmont Wealth Management Group of Wells Fargo Advisors. Additionally, he is a Senior Manager in the Portfolio Investment Management program. Dan’s focus for his clients is individualized investment portfolio construction management and family planning. Dan has been managing discretionary accounts for over 18 years.

After earning his Masters degree from Stanford University, Dan began his professional career with Texas Instruments in 1983 as a Software Engineer. He worked to integrate Microsoft software to run on TI hardware. His entrepreneurship spirit then led him to join a consumer products company, The Bonneau Company, where he ran both Operations, and eventually became Exec VP handling both logistics and the Wal-Mart sales relationship. This eventually led to an appointment on the company board, and he engineered the company’s buyout of Foster Grant and subsequent sale to Benson Eyewear.

From there, he joined Fossil Group, Inc., the publicly-traded and internationally known watch, leather goods and jewelry. He led as SVP Operations a group of 300 team members running IT, Operations, Warehousing and Logistics for the company. As Dan grew in business knowledge, he found his true passion —working with individuals and families in achieving their personal financial goals.

He believes his experiences as a former executive, board member, and software programmer make him uniquely suited as a financial advisor and portfolio manager. Dan uses his knowledge of Information Technology and Logistics as a springboard to understanding how our global economy works, and how it relates to building successful portfolios.

He is married almost 40 years to his college sweetheart, Kelly, and has four children and four grandchildren. He is involved with a local non-profit providing after-school education to at risk children, and is active at The Branch Church. Also he is an avid golfer, hiker and spends time often in Estes Park, Colorado.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

Yolanda joined the Piedmont Wealth Management Group in 2012. Her 30 years of experience played a key role in the team's successful transition from Morgan Stanley.

Yolanda assists in all facets including wealth management, investment accounts, estate planning strategies, multi-generational legacy creation, charitable giving, life and disability insurance, annuities, long-term care planning, and corporate investment management. Her favorite part of the business is being able to watch clients go through their various stages of life, helping them accomplish their financial goals.

Outside of work Yolanda enjoys traveling, cooking, and spending time with her husband Joe and seven grandkids.

Kenny rejoined Wells Fargo Advisors in 2019 after previous spells at JPMorgan and UBS.  A seasoned financial service career spanning 20+ years, servicing retail and institutional clients with account management, trade execution and cash management services.  With a long managerial and operational background, Kenny brings a task management style to his client service experience.  Providing prompt and efficient execution of client requests and following through with solutions with the clients best interests in mind.  Kenny has a reputation for providing financial advisors with a level of confidence for taking ownership of tasks and building strong relationships with clients.  Kenny holds his FINRA Series 7 and Series 66 securities registrations.  

In his spare time, Kenny enjoys traveling the back roads of Texas and hiking in the outdoors.  At home, he enjoys working in the garden and kitchen with his wife.  He has two adult sons.

CA License Number: 4334545. Resident State TX.

Paula joins our team from Wells Fargo Bank where she spent 12 years as one of the top Premier Bankers in the Dallas-Fort Worth area. Fully licensed for seven years, she brings extensive knowledge and a client -centric approach to wealth management. As a Senior Registered Client Associate, Paula is dedicated to delivering exceptional service and personalized attention to our clients, ensuring their financial goals are met with precision and care.

 

A Rockwall resident, Paula spends her time tending to her two horses, highlighting her dedication to balance and personal passions.