Meet the Team

Patrick Rowland, Branch Manager, Managing Director – Investment Officer, MBA, CFP®, AAMS®, has been with Wells Fargo Advisors since 2005. Patrick utilizes his education and experience to find creative solutions for improving the financial outlook for clients. Patrick has been named both a Platinum Council Manager* (2017) and a Platinum Council Advisor** (2015, 2016, 2019). He obtained his MBA from Missouri State University and has enjoyed working in the financial service industry ever since, especially developing relationships and helping clients meet their goals.
  
Patrick and his wife, Megan, have four children and live in Stover. They are active in the community through involvement with various organizations, and their kids keep them busy with sports and other clubs. Patrick enjoys spending time with family and friends, fishing, and golfing.


<sub>*The 2017 Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.

**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.</sub>

Jacob Sullivan, First Vice President – Investment Officer, CFP®, joined Wells Fargo Advisors in 2011 and has been in the industry since 2008. Jacob enjoys meeting new people, hearing their stories, and figuring out how he can help them meet their financial goals. Jacob has been named a Wells Fargo Advisor Platinum Council Advisor** (2015, 2016, 2019). Jacob was recognized in 2018 and 2019 as a Top Next Generation Advisor by Forbes***. He obtained a degree from Nicholls State University in Louisiana where he also played baseball.

Jacob and his wife, Beth, have three children and live in Osage Beach. He is originally from Iowa and made frequent trips to the area with his family when he was growing up. His love of the lake convinced him to relocate and he has lived here since 2008. Jacob enjoys everything about the lake area, whether it is golfing, boating, or spending time with family and friends.


**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

*** The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

Jesse Dale, MBA, CFP®, Financial Advisor, joined Wells Fargo Advisors in 2016. Jesse began his career in the financial industry in 2010 as a Bank Examiner for the FDIC in Springfield, IL and St. Louis, MO and later, as a Supervisor within the Statistical Services Department of the Federal Reserve Bank of Kansas City. He enjoys economics and finance and earned his MBA from the University of Central Missouri, where he also taught a graduate level course on financial analysis and accounting.

Jesse and his wife, Katy, live in Stover enjoy traveling together and spending time outside, especially walking and helping in the family vineyard. Katy is originally from Kentucky and they met while both working for the FDIC. He has a passion for community involvement and is active in the Stover Lions Club, holding the president position from 2015-2019, and is a member of the Stover Chamber of Commerce. He enjoys traveling, fishing, and spending time with family and friends.

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Ashely Black, Financial Consultant, joined Wells Fargo Advisors in late 2018. Ashley has a professional background as a National Account Manager for CPG Companies in the Northwest Arkansas area for the past 18 years. Ashley leverages her strategic planning and collaborative approach from her previous roles to bring the best service and well thought out solutions to clients.

Ashley and her husband, Bill, both grew up in Missouri and moved back in 2018 to be closer to their extended family.  They have four children and live in Stover. They stay busy with children’s sports activities, volunteering in the community, projects around their home, and most of all, enjoy spending time with their extended family and friends.

Pam Shubert, Senior Client Associate, joined Wells Fargo Advisors in April 2013 after 26 years in the property management industry. She served as Vice President of Property Management for Dominium Management before retiring to the lake. Pam earned a bachelor’s degree in business administration from Culver-Stockton College where she was a member of the Lady Wildcats basketball team. She and her husband, Randy, are from Northeast Missouri and moved to the lake full-time in June of 2012. Randy and Pam enjoy cooking together, boating, spending time with family and friends, and enjoying life at the lake.

BJ Davis, Brokerage Client Associate, joined Wells Fargo Advisors in May of 2019. She worked in the healthcare field as an administrative assistant for 10 years. BJ is originally from Stover and now lives in Versailles and has one child. She enjoys playing coed volleyball team, traveling, and spending time with family and friends. As a lifelong resident of this area, she loves boating and being on the lake as much as possible.