OUR TEAM
Our dedicated team is comprised of two Financial Advisors and one Senior Client Associate. We work together to help ensure our clients receive the insight they need to feel confident with their investment plan and with our processes.
Steven Quesnel
- CFP
- CRPS
- Managing Director - Investments
With 25 years of financial industry experience, Steven is Managing Director of the Quesnel Wealth Management Group. As a CERTIFIED FINANCIAL PLANNER® professional since 2002, he is committed to the high standards of competency and ethics.
Steven received the Forbes Best-in-State Wealth Advisors* accolade in 2022, 2023 and 2024 and has been named one of Wells Fargo Advisors Platinum Council** from 2018-2024. Staying active is very important to him, both in the community and with his family. He is a past President and Treasurer of the Fishkill Rotary and looks forward to planting philanthropic roots in Saratoga Springs.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time
period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production based on the past year, and professionalism. Additional consideration may have included best practices and team structure.
Steven received the Forbes Best-in-State Wealth Advisors* accolade in 2022, 2023 and 2024 and has been named one of Wells Fargo Advisors Platinum Council** from 2018-2024. Staying active is very important to him, both in the community and with his family. He is a past President and Treasurer of the Fishkill Rotary and looks forward to planting philanthropic roots in Saratoga Springs.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time
period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production based on the past year, and professionalism. Additional consideration may have included best practices and team structure.
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Michael Nelson
- Financial Consultant
Michael has 12 years of experience in the financial industry, beginning in the compliance arena. He is passionate about helping people realize their financial goals, and helping clients feel confident with their retirement plans. Overall, his personal philosophy is to focus on the things we can control and the things that really matter. He has completed Level 1 of the CFA program.
Michael is married with two children. As an Army veteran, he strives to maintain discipline and good habits – staying active and spending time with family is extremely important to him. While away from the office, you can find him exploring the Adirondacks or coaching one of his children’s sports teams.
Michael is married with two children. As an Army veteran, he strives to maintain discipline and good habits – staying active and spending time with family is extremely important to him. While away from the office, you can find him exploring the Adirondacks or coaching one of his children’s sports teams.
Contact
Audra Gruber
- Senior Client Associate
Audra facilitates operations for the team and has been with Wells Fargo & Company since 1996. Audra is an essential member of the team, who always maintains a positive attitude and will continue to lead the team’s operations and assist our clients with the highest level of service and attention.
A Brooklyn native, Audra is married with two adult children. She currently lives in Troy, New York. In her free time, she loves to shop and decorate.
A Brooklyn native, Audra is married with two adult children. She currently lives in Troy, New York. In her free time, she loves to shop and decorate.