CA license number: 0A09052.  Resident State: CA

David’s interest in the stock market dates back to his college years after taking an investment class at Virginia Tech. This class required him to build a mock portfolio of stocks. His portfolio performed exceptionally well and his love for and career in the financial service industry began.

Having joined the industry in 1983, David’s extensive experience through major market shifts enables him to help clients structure balanced portfolios that are designed to meet their specific financial goals. He believes strongly in educating our clients by demystifying complex investment concepts and strategies.

His services extend beyond the traditional client as well. He helps fiduciaries with the special needs of their clients, and he has been involved with the Professional Fiduciary Association of California for over 25 years.  During this time, he has advised many fiduciaries and has become well versed with the Prudent Investor Act. David has also continued his association with Virginia Tech by serving on an Advisory Board for the Finance Department.

David lives in Orinda with his wife, Cristy, and they have three daughters. Away from the office he enjoys an active family lifestyle, traveling, and participating in a variety of sports. Although his serious basketball days are behind him, he still enjoys endurance hikes, paddle boarding at Lake Tahoe, and going to Warriors games (David is a long-time season ticket holder).

Favorite quote: “Every dog has his day”

I am most proud of:  My three adult daughters, their terrific spouses, and the loving family we’ve built together.

Favorite part of the job: The creative aspect of combining a client’s investment goals with the daily changing investment environment.

My best friend: My wife Cristy

Favorite childhood memory: Selling eggs from the front porch of our family’s chicken farm.

CA Insurance License: 0A22298.  Resident State: CA

Kathy Sowl Chelini is a Managing Partner and Senior PIM Portfolio Manager who has more than 40 years of experience in the financial services industry. Kathy believes successful client relationships begin with listening. Her intuitive, personalized approach to serving her clients’ needs is to learn about the things each client values most, help them clarify their highest priority goals, and collaborate to develop an investment plan designed to fit their unique situation. She then executes approved plans and measures progress toward reaching well-defined objectives.

As a Senior PIM Portfolio Manager, Kathy manages client portfolios in an active manner, guided closely by the research, recommendations, and insights of Wells Fargo Investment Institute strategists and external research firms. Every client portfolio is customized to the client’s needs with a goal of long-term capital appreciation. After allocating investments, she also follows a consistent approach to controlling risk and makes all decisions in accordance with client objectives and risk tolerance.

Kathy is a native of Minnesota and her husband, Eric, an accomplished chef, is a native Californian. They volunteer with various organizations in Oakland. She and Eric love to travel, and one of their favorite countries is Italy, where hold dual citizenship. Kathy loves spending time with her adult children and grandchildren, as well as playing with her friendly dogs. She is an avid Golden State Warriors fan and relished the team’s magnificent run during the magic years when many travel plans were conjured up during tailgates.

FAVORITE QUOTE: “Travel Often, Far and Wide”

I AM MOST PROUD OF: My close relationships with family and friends

FAVORITE PART OF MY JOB: Assisting clients in reaching their financial goals and dreams

FAVORITE CHILDHOOD MEMORY: Having bonfires on the beach of Lake Superior, occasionally seeing the aurora borealis

CA license: 0M68408. Resident State: CA

Justin Pribilovics initial interest in finance began back in his high school economics class when he participated in a stock picking contest. Justin was intrigued by the strength of the market forces and what influenced them. Consequently, he started investing in the market with earnings from his summer camp job; and did well, especially for a teenager with limited resources.

After graduating from Chapman University where he studied finance. Justin started his career at Pacific Life in Newport Beach. After a successful stint there, he moved back to the Bay Area to join Wells Fargo Advisors and the Quin Oaks Investment Group. Justin holds his Certified Financial Planner™ certification and received his Certificate for Personal Financial Planning from the University of California - Berkeley. 

Using his background in investment products and investment planning, Justin is dedicated to helping individuals and businesses develop financial strategies that align with their needs, goals, and risk tolerance. He believes that successful planning is not a single event. It is a continual process that is constantly evolving, and it is his goal to make sure clients’ needs are met throughout the changes that occur in their lives.

Throughout his career, Justin has emphasized the importance of clear communication and transparency. He believes these priorities foster stronger relationships based on a foundation of trust.

Justin is a native Northern Californian and lives in Pleasant Hill with his wife Kelly. He is an avid traveler and enjoys “eating” his way through countries. He enjoys staying active with running, snowboarding, and is always trying to find a new physical challenge.

FAVORITE QUOTE: “Sleep with your dreams or wake up and chase them”

FAVORITE FOOD: Pizza

FAVORITE SUPERHERO: Captain America

FAVORITE PART OF MY JOB: Creating strategies so clients can achieve their goals

FAVORITE CHILDHOOD MEMORY: Any snow trip to Lake Tahoe

CA License #0F94893. Resident State: CA

During his senior year at UCLA, Mark Passalacqua interned at Dean Witter with the intention of becoming a “stock broker” after graduation. However, at that time, the stock market was around 770, and the outlook was bleak for a new graduate in a struggling market – so he went into marketing and sales. During the subsequent 20+ years, Mark worked with several early stage companies, where he was on their initial management teams, and he even founded his own start-up, SportsID, during the dot-com era.

Coming full circle, Mark was recruited by Morgan Stanley in 2008 for their Rainmaker program, and – you guessed it – he got to witness how history can repeat itself. During his first week in production, the market began its extended downward spiral. So, his first few years in this business were definitely interesting. He believes the timing was “perfect” relative to getting fully immersed in the market when times were tough as a battle-tested way to learn the ropes.

The common thread in all Mark’s experiences has been business and relationship development, where communication is key. He has found that trust builds relationships, and vice versa. When times are challenging, communication becomes even more important because that is when his clients really need to know that his team is working for them and looking out for their best interest.

Mark has enjoyed working with David and the Quin Oaks Investment Group since 2008. He and the team share similar values, especially when it comes to family, relationships, and living by the “golden rule.” This ethos has served them well in building their business and long-term relationships with clients. His focus and specialization are on business and relationship development, investment planning, and retirement/401(k) plans for the group.

Mark lives in Lafayette with his wife, Lisa, and their three daughters. Away from the office, he is immersed in family life and loves doing anything as a family. Mark coaches volleyball, enjoys DIY construction (he recently completed his own extensive remodel/addition), water sports, music, and fitness – he also says he is methodically learning to improve his golf game.

FAVORITE QUOTE: “If you can dream it, you can do it.”

CHILDHOOD IDOL: My dad (and Speed Racer)

FAVORITE PART OF MY JOB: Interacting with clients on a daily basis – helping them to meet their goals, while at the same time, getting to know more about them

MY BEST FRIEND: My wife, Lisa (and now my children as they get older)

FAVORITE CHILDHOOD MEMORY: Laughing hysterically at the dinner table

For 29 years, Gena DeMartini Evans has assisted Financial Advisors in providing the highest level of service to their clients. She thoroughly enjoys helping our clients any way she can and treats every individual like family. Gena is detail-oriented and dedicated to resolving client issues quickly and efficiently. She believes in building long-term relationships built on trust and integrity.

Throughout her career, Gena has received numerous acknowledgements and awards for client practices and service. She served as an Ambassador for Wells Fargo Advisors 2013-2014. Gena started in the financial services industry in her hometown of Carmel, CA, and came to the bay area in 2002 with the firm. She lives in Danville with her husband, Charles, and enjoys cooking, dancing and playing pickle ball with friends in her spare time.

FAVORITE SAYING: “Always look at the glass half full, versus half empty.”

THING I’M MOST PROUD OF: Surviving USAF Boot Camp in 1993

FAVORITE PART OF MY JOB: Helping clients with their financial needs

BEST FRIEND: My husband, Charles

FAVORITE CHILDHOOD MEMORY: Performing on stage singing in a talent competition at 7 – I came in 2nd place

CHILDHOOD IDOLS: Linda Carter (a.k.a., Wonder Woman)

Any day of the week, you can find Danielle Lee helping one client execute a trade, another change a beneficiary, and yet another confirm the balance on his or her account. Throughout her career, she has helped financial advisors put financial decisions into effect for their clients. "Once I know what the decision is, I help them carry it out. My priority is anticipating needs," she says.

Danielle has more than 25 years of experience in the financial services industry. Prior to joining Wells Fargo Advisors, she worked for Merrill Lynch and Morgan Stanley. Danielle holds Series 7 and Series 66 securities registrations to sell securities in the state of California.

Danielle lives with her husband in Claremont, where they lead a very active life. They enjoy hiking (having climbed Half Dome twice), skiing, golf, yoga, and dance, as well as traveling all over the world. She also is skilled at interior design and does projects for friends and family.

PERSONAL MOTTO: If it is not fun, don’t do it!

SMARTEST MOVE IN LIFE: I married Benjamin Lam.

REASON FOR COMING BACK FROM RETIREMENT, AGAIN: I am not done.

NEW BEST FRIEND: Steinway

FAVORITE PART OF MY JOB: Making clients smile for exceeding expectations.

FAVORITE TRIP:  Provence France in 2010. Stayed in a 500-year-old farmhouse and ran through lavender field to get morning fresh croissants.