Meet Your Crew

logo graphicYou rightfully want to have at least some idea of who we are, professionally and personally. After all, you might be working with us for years to come, just like our team has with each other.

Our logo comes from the Schanck family crest and represents our ancestral heritage of being cupbearers, who were trusted advisors for those they served. Our team's promise is to guide each of our clients, helping protect them from potential risks in the pursuit of their goals.




Hillery Schanck

Hillery Schanck

  • CIMA
  • Senior Vice President - Investment Officer
  • Financial Advisor
Joseph Caldwell

Joseph Caldwell

    • Managing Director - Investments
    Christy Lopez

    Christy Lopez

      • Senior Registered Client Associate
      • Assistant Vice President

      As our relationship deepens, we will learn more about you and you about us. These conversations are what fulfill us.

      Schanck & Caldwell Investment Consulting Group of Wells Fargo Advisors

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AL, CA, CO, DE, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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      © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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