Meet Our Team

“As a former business owner, I understand the financial complexities unique to these clients and how their personal wealth intersects with their business interests.”

I work closely with affluent families, including business owners, executives, entertainers, and athletes to help them protect and enhance their wealth and support the people, causes and institutions that add meaning to their lives.

I enjoy helping people and improving their lives. As an example, a client hired us two years ago with a goal of retiring from the company he worked at for his whole adult life. After analyzing different potential retirement scenarios, he felt confident that his family would be able to sustain their lifestyle if he retired at 65. In the months leading up to his 65th birthday, we updated their investment plan and it showed that they could spend about 15% more per year than our investment plan. The investment and savings’ strategy really paid off. The couple was thrilled, and the analytical work provided great confidence that allows him to confidently retire.(1)

Before joining Wells Fargo Advisors in 2020, I was a Managing Director at J.P. Morgan Wealth Partners for eight years, and also served as a Principal and founding member of the Senior Investment Advisory Group at Bernstein Global Wealth Management from 2004 to 2012. Previously, I worked as a Senior Consultant at Watson Wyatt, helping Fortune 500 companies manage their benefit programs. During the late 1990s, I helped bring an internet start-up from an idea to an eventual sale to a publicly traded company. During this period, I moved from Chicago to Los Angeles seeking nicer weather. I earned my B.S. in mathematics from Fairfield University, where I played Division I baseball. I then earned my M.B.A. with concentrations in finance (portfolio management) and strategy consulting from the Marshall School of Business at the University of Southern California in Los Angeles.

 

My wife, Kristyn, and I have three children: Riley, Reid, and Piper. In my spare time, I am actively involved in local charities and have served on multiple boards. Throughout the last decade, I have coached my children’s teams in baseball, basketball, and soccer, teaching valuable life lessons through sports. I also cofounded the S.C. Business Network and mentored dozens of undergraduate business students as part of the U.S.C. Career Advantage Program as well as high school students at Harvard-Westlake.

(1)     This information is hypothetical and for discussion purposes only. It is not intended to represent any specific return, yield or investment. It is provided for illustrative purposes only and does not constitute a recommendation to invest in any particular fund or strategy and is not a promise of future performance, an estimate of actual returns or of the volatility any client portfolio may experience. Hypothetical results do not represent actual trading and do not reflect the impact of any fees, expenses or taxes applicable to an actual investment. Hypothetical and past performance are no guarantee of future results.

Resident State: CA

“I strive to provide planning strategies that make positive changes in clients’ lives as I steward them through key transition points—like selling a business, inheriting money, going through a divorce or navigating retirement issues.”

Teresa’s calling is truly helping people and ultimately improving their lives. As an example, a couple was hoping to retire in the next few years because they dreamed of traveling the world together in their golden years. After an in-depth investment plan, they learned that they could retire right away and meet all their financial goals. The couple was thrilled, and all the analytical work provided great confidence. (1)

As a CERTIFIED FINANCIAL PLANNER® professional, Teresa advises clients on an array of wealth management issues, including investments, estate planning strategies, wealth transfer strategies and concentrated stock positions.

Prior to joining the firm in 2020, Teresa was an Executive Director at J.P. Morgan for nearly a decade, and she was also a Client Advisor and Vice President of Bernstein Global Wealth Management for six years. She began her career in financial services as an Analyst at Wachovia Securities. Teresa graduated with a B.S. in Business Administration with a concentration in finance and management from the University of Southern California. She also earned a Certificate in Personal Financial Planning from the University of California, Los Angeles, and received her M.B.A. from the University of Southern California’s Marshall School of Business.

Teresa lives in Pacific Palisades with her husband, Luke, and their three children. She is a Board Member of the Association for Corporate Growth Los Angeles and the Chair of its Women’s Committee. In her free time, she enjoys traveling to family friendly places like Hawaii and Palm Springs, volunteering at her children’s school, and getting to the beach every chance she gets.

(1)     This information is hypothetical and for discussion purposes only. It is not intended to represent any specific return, yield or investment. It is provided for illustrative purposes only and does not constitute a recommendation to invest in any particular fund or strategy and is not a promise of future performance, an estimate of actual returns or of the volatility any client portfolio may experience. Hypothetical results do not represent actual trading and do not reflect the impact of any fees, expenses or taxes applicable to an actual investment. Hypothetical and past performance are no guarantee of future results. 

Resident State: CA

Patrick provides exceptional service with an emphasize in performance reporting, portfolio implementation, research, investment planning analytical preparation and client relations. He always embraces our team’s philosophy of putting clients’ interests first.

Prior to the team’s move to Wells Fargo Advisors, Patrick joined the Romans Fisher Group at JP Morgan in 2018. He currently is a Level III candidate in the Chartered Financial Analyst program. He began his career as an Investment Associate at Northern Trust Private Bank after graduating from the Boston College Carroll School of Management with a double major in finance and marketing. He also was a four-year starter for its Division I men’s soccer team while in college.

He was born and raised in Los Angeles where he lives with his wife, Monica, and his son, Lucas. Outside the office, he enjoys watching and participating in various sports.