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The Power of
Collaboration

To support your financial needs, we can assemble a team of specialists that will work with your attorney, accountant, and other outside advisors. We have listed some Specialists from non-brokerage affiliated business lines of Wells Fargo. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us. 

Partners

Investment Strategy

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Banking, Lending & Trust

• Steven Cooke, CIMA®, Principal Private Wealth Portfolio Manager*

• Morgan Stickler, Senior Lead Private Wealth Portfolio Manager*

• Maxwell Tharp, Senior Private Wealth Portfolio Specialist*

 

Fiduciary Advisors and Associates

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Banking, Lending & Trust

• Landon Dascombe, CFP®, Senior Trust Advisor*
• Jessica Joseph, Family Office Trust Advisor*

• Nikki Peebles-Cross, Senior Trust Associate*

 

Wealth Banking Team

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Banking, Lending & Trust

• Gary Boswick, CFP®, Senior Wealth Management Banker*
• Brian Singsank, Senior Custom Credit Banker*
• Jessica Alexander, Senior Wealth Management Banking Coordinator*

• Joanne Medford, Senior Wealth Management Banking Coordinator*

• Darlene Robinson, Senior Wealth Management Banking Coordinator*

 

Wealth Planning

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Banking, Lending & Trust

• Christina Williams, Lead Wealth Planning Strategist*

 

Philanthropy

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Banking, Lending & Trust

• Kristen Lehrer, Senior Philanthropic Trust Advisory Specialist*


                   

*Employed by Wells Fargo Bank, N.A. 

Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Wells Fargo Advisors does not provide legal or tax advice.  Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. 
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