My name is Greg Pienkosz, Managing Director – Investments at Wells Fargo Advisors. I am the lead advisor for the Pienkosz Financial Group of Wells Fargo Advisors, with more than two decades of experience. Our team emphasizes guiding individuals, families, and business owners by helping them achieve financial success during the working and retirement distribution phases of their lives.

Focus:

I am a Private Investment Manager (PIM^®)¹ with offices in Albany, NY and Orlando, FL where I provide our clients with investment planning and modern portfolio management.

As a PIM^® Portfolio Manager I take a customized approach to investment management, where I design and monitor client portfolios based on an active approach to asset allocation. I make investment decisions on our client’s behalf to reach their financial objectives. I focus on long-term portfolio management, combining diversification, while managing underlying investments costs. I have the flexibility to build and maintain a portfolio using a broad selection of investments enabling me to maintain a high level of professional services and offer personal attention to our clients who seek this type of investment management.

As a Financial Advisor there is no greater privilege than being entrusted to help manage our clients’ financial wellbeing and prosperity. At the Pienkosz Financial Group of Wells Fargo Advisors, not only do we utilize the entirety of Wells Fargo Advisors we also leverage our nine wealth disciplines, that we designed through our years of experience, to help bridge the entirety of our clients’ lives.

Passion:

I pride myself on taking care of our clients with exceptional dedication. The trust and confidence we provide our clients is as if each client were a family member who needed guidance in managing their finances.

Our comprehensive approach to wealth management was crafted by a desire to serve others in helping manage their affluence along with an aspiration of helping our clients achieve completeness in their lives. Ultimately, our investment planning processes, combined with our wealth management capabilities, becomes the cornerstone for everything we help undertake on behalf of our clients, during their lifetime and beyond!

Experience:

I attended the University at Albany where I graduated with honors and earned a bachelor’s degree in finance from the University at Albany and I also completed the financial planning program at New York University.

I completed my Certified Financial Planner^® (CFP^®) certification by meeting rigorous education, examination, experience, and ethics requirements. The CFP designation enables me to take a comprehensive approach to meeting clients financial needs in the planning process, which helps align financial strategies with their desired outcomes.

I also earned my Sports and Entertainment Accredited Wealth Management Advisor designation (SE-AWMA™). This designation encompasses proficiency in the delivery of holistic wealth– servicing experiences, fine-tuned to address the unique and often complex needs of high net worth sports and entertainment professionals.

I have been fortunate to be named a Wells Fargo Advisors Platinum Council member since 2018 (2018 – 2024). The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Away from the Office:

Born in Poland, the youngest of three, my family immigrated to Connecticut in 1975 when I was three months old. After high school, I was a Sergeant, a paratrooper, and a Black Hawk helicopter crew chief in the U.S. Army’s 82nd Airborne Division. While serving, I received multiple Army commendation and achievement medals.

My wife and I have been married for over 24 years and we have 2 daughters. We enjoy traveling to soak up the sun in Florida and embracing the snow in Upstate New York.

 

_{¹Note: The PIM program is not designed for excessively traded or inactive accounts. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.}

My name is Chris Hunter, and I am a Vice President – Investment Officer at The Pienkosz Financial Group of Wells Fargo Advisors where I am fortunate to truly love my job!

Purpose:

My life’s purpose has always centered on helping others achieve the pinnacle of their capabilities, particularly when they are unable to recognize their potential for themselves. Ultimately, it was this desire to serve others that over three decades ago I was guided to a career in the financial services industry.

Prior to becoming a Financial Advisor, my work as a Professional Engineer and Fortune 500 executive allowed me to develop a skill set where I now not only advise clients on building and preserving wealth, but I am also able to construct a pathway to navigating and managing hard-earned prosperity for future generations of their family.

Today, I enjoy working with a select group of exceptional clients who I help view their futures not only with clarity of purpose, but ultimately optimism for their loved one’s financial well-being. It is indeed a privilege that I have been entrusted with delivering comprehensive wealth management services, along with personal investment strategies, to an extraordinary group of people including those families with children, or adults of special needs.

In addition to providing wealth management services, I also provide oversight and guidance to business owners, corporations, nonprofit organizations, and their foundations in a multitude of areas, including helping one of their most important assets – their employees – prepare for retirement.

Passion:

One of my great passions is working with and helping families within the special needs community, as many families have questions surrounding life management concerns regarding proper care and planning for loved ones living with a disability.

I have learned that the incapacity of a treasured family member can create a significant household burden due to curtailed earnings power and ongoing additional life expenses. Depending on personal circumstances, many individuals living with a disability frequently require specialized support beyond those provided by government services.

Working to help these exceptional families engineer and execute a plan designed in such a way to help them uncover additional financial resources to provide supplemental care for their special loved ones is one of the most satisfying accomplishments in my life.

Away from the office:

Within our community, I have been a long-standing Rotarian with current membership in the Rotary Club of Orlando, where I am currently a member of the club’s Board of Directors. I am also a past board member of the Rotary Club of Winter Park and former Chairman of the Board of Habitat for Humanity in Seminole County, Florida. I also remain an active member of the Bahia Shriners, where I help with fundraising efforts on behalf of Shriners Children’s™.

My wife Jane and I love traveling and enjoy the challenges of playing golf. In addition, we enjoy all aspects of physical fitness, including working out at the YMCA, long walks, and in Jane's case, teaching water aerobics. We also appreciate having family nearby, which allows us to spend as much time as we can with the light of our lives, our four grandchildren.

Education:

I graduated from the University of New Brunswick with a Bachelor of Science in Engineering (B.Sc. Eng.) degree in 1978 and earned a Master of Business Administration (MBA) degree from York University’s Schulich School of Business in 1990.

In 2003, I also completed a financial industry comprehensive advanced study program to obtain the Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services.

With over 35 years of experience in financial services, I am dedicated to helping families meet their financial needs by developing investment plans centered on their long-term goals and tolerance to risk.

Experience

Prior to beginning a career as a financial advisor with Edward Jones in 1987 I was fortunate to have the experience as an entrepreneur by owning several small businesses. A desire to help others led me to a career as a financial advisor leading me to join Edward Jones in 1987. In 1989 I moved my financial practice to A. G. Edwards, a predecessor firm of Wells Fargo Advisors. Having served the Orlando area for more than 27 years, I continue to look forward to helping clients meet their financial goals.

Comprehensive Investment Planning

I help ensure our client’s wealth continues to support the goals they have established which takes careful planning. Such planning is not a single event, it is a process. As their life circumstances change, so must the investments strategies targeted to specific needs and goals. That is why I collaborate with our clients to design investment strategies targeted to everyone’s specific needs and goals. Although we do not provide tax advice, I help our clients’ investment strategies and estate plans stay current with tax law changes to help preserve and protect their wealth now and for generations to come.

Away from the office

My time away from the office is spent with my wife Robbin, where we share a home in Oakland, FL with our munchkin cats. Having grown up in Minnesota, I continue to enjoy outdoor winter activities including taking annual snow skiing vacations. At home, I enjoy weekend bicycling on various local trails in central Florida.

As the team's primary point of contact in our Albany, N.Y. office, Hope Salin brings a positive, can-do attitude that drives our team’s goal of helping provide a first-class client experience. Hope not only strives to continuously deliver high quality service, as an Assistant Vice President and Financial Consultant, she also provides financial guidance along with investment planning services to our clients.

Experience

Hope began her career at M&T Securities, Inc. in 2003 and joined Wells Fargo Advisors from Key Investment Services, LLC in 2015. She acquired the Accredited Asset Management Specialist designation (AAMS) through an advanced study program offered by the College of Financial Planning in 2017. Hope has been working with Greg Pienkosz, Managing Director – Investments since 2008 and has been an integral part of the Pienkosz Financial Group of Wells Fargo Advisors since its inception.

Comprehensive Investment Planning

Hope helps ensure our client’s wealth continues to support the goals they have established which takes careful investment planning that our team believes is a process, and not a single event. As a client’s life circumstances change, in our estimation, so must the investment strategies targeted to their specific needs and goals. Hope works diligently to collaborate with both clients and their families to design investment strategies targeted to their specific objectives and aspirations. Although we do not provide tax advice, she also helps ensure our clients’ investment strategies and estate plans stay current with tax law changes to help preserve and protect their wealth now and for generations to come.

Away from the office

A native of Albany, Hope is married to her husband, Joe, where they live in the area raising two children together. Her out of office life centers on helping at their children’s school along with being extremely active in her son’s passion for acting and theater.

As the team's day-to-day primary point of contact, Jennifer Gilmore brings a positive, can-do attitude that drives our team’s goal of providing a first-class client experience. Jenifer continuously strives to deliver high quality service as she believes that helping clients is never a burden, it is her purpose.

Jennifer began her career with a Wells Fargo Advisors predecessor firm A. G. Edwards & Sons as a Client Associate in July 2004. 

Originally from Canton, Ohio, Jennifer relocated to Central Florida with her family when she was in fourth grade so considers herself “almost” a native Floridian. She also remains what she refers to as a “huge” fan of all things related to the Florida State Seminoles along with the Atlanta Braves baseball team.

Jennifer is a proud mother of two sons, both of whom are deployed with the United States Navy. In her spare time, she enjoys traveling to visit family, particularly the joys of her life, her three grandchildren. When time allows, she also loves holidaying throughout the United States where she indulges her hobby of attending live concerts.

Jennifer takes great pride in helping clients receive the personal service they deserve and truly enjoys being a part of a dynamic financial advisory practice. She welcomes serving not only our current, but also future clients of the Pienkosz Financial Group of Wells Fargo Advisors along with their families.