"As the world changes, it’s important to have a financial and investment strategy that can change with it."

Background and experience

After leaving the world of collegiate athletics as a NCAA Division I softball pitcher for the University of Michigan, Kate Eiland began her career as an investment banker in Chicago with Prudential Capital Group. Kate moved home to the Central Valley in 2003 and went to work with her dad, Bob, an industry veteran with a career in financial services that spanned more than 30 years. Since Kate left the world of corporate finance, she has enjoyed a career on the retail side of finance working with families, individuals and business owners to navigate the complex world of investments.

From 2017 to 2020 Kate was named one of America’s Top Next Generation Wealth Advisors* by Forbes and a Top Woman Wealth Adviser by Working Mother.* Kate and her partner of nearly 15 years, Elise Kausen, have been invited to speak at numerous events including multiple years as a speaker at the Central California Women’s Conference.

Kate holds her Series 7, 66, 9 and 10 registrations, is also a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC^®), an Accredited Domestic Partner Advisor (ADPA^®), and holds insurance and long-term care licensing (CA Insurance Lic # 0E63079).

Away from the office

Kate is married to her childhood sweetheart with whom she two adorable and fearless daughters. Kate is an avid fitness buff and loves football! Kate spent a few years on the radio as a regular financial contributor on The Chris Daniel Show.

_{*Ranking algorithm based on 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 ranking. Investment performance is not a criterion.}

"It’s important to work with professionals who understand that your money is more than the sum total at the bottom of a statement. It’s a representation of all of the time you sacrifice in the present to help secure your family’s financial future."

Background and experience

Elise began her career in the financial services industry in 1997, after graduating Cum Laude from St. Mary’s College of CA. Since that time, she has had the opportunity to work with Fortune 500 companies, Non-Profit organizations, government retirement plans and, for the last 13 years, has had the pleasure of helping individuals and small business owners design personalized, creative solutions for their investment and retirement planning needs.

Elise has built a reputation based on professional integrity and the highest level of personal service. She has been recognized as a Premier Advisor, a distinction reserved for the firm's top Financial Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

In addition to holding Series 7 and 63 securities licenses, Elise has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2008.  Recognizing the unique planning challenges faced by divorcees and same-sex couples, she attained the Certified Divorce Financial Analyst designation in 2009* and the Accredited Domestic Partnership Advisor℠ designation in 2013. Elise also holds licensing for Life insurance and Property/Casualty insurance which, with her extensive insurance background, allows her to help her clients understand and evaluate their current insurance coverage and gives her the ability to address any needs surrounding Life, Disability and Long-Term Care insurance planning.

Away from the office

Elise loves traveling and learning new languages: adesso, sta imparando l’italiano! She is a self-proclaimed “foodie” and a scotch enthusiast. When not volunteering with local non-profits, you can catch Elise getting her Zen on at a hot yoga class or spending time with her adorable pooch, Henry.

_{*The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.}

As financial advisors, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals.  Working closely with our Client Associates, we are committed to improving the lives of others.  Together, our mission is to provide sound professional advice and superior service.  We are fully invested in you.

"A customer is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so." – Mahatma Gandhi

More about Chandler Webb

Chandler started his career in 2014 in the financial services industry working for Jackson National. As an internal wholesaler he helped financial advisors develop retirement plans and provided solutions that helped clients achieve their retirement goals. In 2019 he received an award for being the top internal wholesaler by providing exceptional customer service, and care for his advisors. After more than six years of working with advisors, Chandler discovered his true passion is helping educate clients while creating a holistic approach to wealth and retirement planning. Chandler holds his Series 7, 63, and 6 securities licenses, in addition to his Series 26 Principal license and Tennessee insurance registration.

Chandler enjoys spending time with his wife and his adventurous daughter. His favorite hobbies are family hikes, podcasting, traveling, playing soccer, and Auburn athletics, and most mornings you can find him at the gym by 5:00am.