Meet our team

As a Managing Director – Investments, Nick specializes in delivering a comprehensive wealth management experience to affluent individuals and families. In 2022 and 2023, he was named to the Forbes Top Next-Gen Wealth Advisors Best-in-State* list and in 2024, he was named to the Forbes Best-in-State Wealth Advisors list.* He has also been recognized as a Platinum Council** advisor within the firm 2022 - 2024.

Nick utilizes a vast array of investment strategies to help each client reach their financial objectives. He employs the eMoney^® planning process to fit each client’s risk profile and needs, and to recommend adjustments as life goes on. Nick and his team place a high emphasis on exceptional client service and attention throughout the entirety of the client relationship.

Nick attended California Lutheran University – Thousand Oaks, and holds a Bachelor’s Degree in Business Administration. In the interest of continued education, he has earned the designation of CERTIFIED FINANCIAL PLANNER™, for which he completed rigorous educational, ethics, experience, and examination requirements.

Nick and his wife, Tianna, are active within their local community, residing in Camarillo with their son, Adam. He currently serves on the Dean’s Advisory Council for the California Lutheran University School of Management, and recently completed the Ventura County Leadership Academy as a member of Cohort XXVIII.



CA Insurance License Number 0M30859, Resident State: CA

*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). 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors and 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. 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 (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.

Desiree’s career started out in retail banking in 1997 before she moved into the financial services industry in 2004. As a Senior Client Associate, she enjoys helping clients with their day-to-day operational and administrative needs, and serving as a proactive, efficient, and trustworthy resource. Desiree helps clients while going through challenging times, as she is dedicated to making processes as seamless as possible. She also serves as a notary as an additional service for clients to utilize.

Away from the office, Desiree lives in Ventura, California with her son. In her free time, she enjoys spending time at the beach, traveling, and spending time with her dog.

Daniel is dedicated to helping clients develop financial and investment strategies that align with their goals, needs, and risk tolerance. His mission is to provide every client with comprehensive financial advice and portfolio management ideas with the utmost care and integrity. In his role as a Registered Client Associate, he helps clients set up various investment accounts and assists with portfolio construction.

Earlier in his career, Daniel worked as a Concierge Banker at Citibank in Thousand Oaks, California where he assisted clients with opening financial accounts and guided clients through financial product information. He graduated from California Lutheran University with a Bachelor’s degree in Business Administration with an emphasis in Finance. While at California Lutheran University, he served as Investment Advisor for the CLU Investment Club as well as various leadership roles in the professional business fraternity Delta Sigma Pi.

In his spare time, Daniel loves to stay active at the gym, as well as surf at various beaches in Southern California. When he is not staying active, he is often reviewing movies and restaurants with his family. His godfather sparked his interest in movies and his father sparked his interest in financial planning. He is a big sports fanatic and is open to any sports conversation, especially with Los Angeles Dodgers or Denver Broncos fans.



California Insurance License 4321338, Resident State: CA

With over 14 years of dedicated service in the financial services industry, Jessica brings a wealth of experience in customer service, back-office operations, and administrative functions, catering to the needs of both Financial Advisors and branch management.

Her journey in the financial world has been driven by a deep-seated desire to help people. Jessica finds immense satisfaction in interacting with customers, understanding their requirements, and providing effective solutions to their financial needs. Her commitment to making their experience at Wells Fargo exceptional is fueled by this passion for delivering top-notch service.

Having grown up in Buenos Aires, Argentina within a Spanish and Italian family, Jessica developed fluency in Spanish and gained a profound appreciation for diverse cultures and their unique perspectives. This cultural awareness enables her to better understand and address the distinct needs of different communities, fostering a more inclusive and personalized approach in her client interactions.

Beyond the financial realm, sports have played a significant role in shaping her life. From playing tennis as a young girl to competing in volleyball during her teenage years, Jessica has always valued the lessons learned through sportsmanship, teamwork, and discipline. Today, she maintains an active lifestyle with a love for daily running, hiking, and enjoying long beach walks, reveling in the beauty of the outdoors.

As a Client Associate, she is not only dedicated to ensuring the financial well-being of her clients, but also committed to creating meaningful and personalized experiences that go beyond the transactional. Jessica’s multifaceted background and genuine passion for helping others makes her a valuable asset in providing exceptional service and building lasting relationships in the financial world.

Nicole began her career in the financial services industry as an intern in 2009 and she has worked full time as a Client Associate at Wells Fargo Advisors since 2010. In this role, she assists clients with service and operational related activities, facilitates requests from Nick and clients, and executes various administrative functions including client onboarding, the handling of estate issues, and asset movement. She is also responsible for managing client events and communications.

Nicole utilizes her many years of experience to anticipate and proactively seek resolutions to client and business-related issues. She thoroughly enjoys cultivating relationships with clients and is committed to providing every client with the highest level of personal service.

Nicole earned a Division I soccer scholarship at University of California – Santa Barbara and graduated with a Bachelor of Science degree in Communication in 2010. In her free time, she enjoys activities such as soccer, yoga, horseback riding, mountain biking, and hiking.