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.”

David works 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.

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

David and his wife, Kristyn, have three children: Riley, Reid and Piper. In his spare time, David is actively involved in local charities and has served on multiple boards. Throughout the last eight years, he has coached his children’s teams in baseball, basketball and soccer, teaching valuable life lessons through sports. He also cofounded the S.C. Business Network and has mentored several undergraduate business students annually as part of the U.S.C. Career Advantage Program.

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.”

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 and 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 Los Angeles with her husband, Luke, and their sons, Xavier and Cassian. She is a board member of the Association for Corporate Growth and the chair of its Women’s Committee. In her free time, she serves as a mentor with the USC Career Advantage Program, which pairs undergraduates with Marshall School of Business alumni to guide them in developing important professional, interpersonal and networking skills.

Resident State: CA

CA Insurance License Number: 0539670. Resident State CA

It is my privilege to help a select group of clients build, manage, preserve and transition their wealth. Serving my clients with care, skill and caution for three decades, I know the importance of compassionate listening, clear and concise communication and above all, honesty and integrity. My clients' goals are my sole focus. Accordingly, my advice is objective and unbiased, and I am always looking for ways to control costs and expenses. As a Certified Retirement Counselor I am continually refining and improving my technical competencies to maintain a competitive edge in the areas of investment management and retirement planning. Fresh ideas and innovation are essential in today's society, and they play a crucial role in my approach to wealth management.

Serving a diverse group of clients engenders respect for each client's individuality, and a commitment to consistent, exceptional service that each client deserves. Many of my clients share my interest in performing arts and culinary adventures often adding a personal rapport to our professional relationship.

My clients know my approach is all about them. They know I will never lose sight of helping them build, manage, preserve and transition their wealth.

Patrick provides support for the group’s high-net-worth clients, including client relations, performance reporting and portfolio implementation. According to Teresa Fisher, “Patrick has always embraced our team’s philosophy of putting clients’ interests first. As a result, he has built strong, trusting relationships with clients, and it is clear that he cares deeply about our clients and team members. He is the glue that keeps it all together.”

Prior to joining the team, Patrick was a Client Associate at J.P. Morgan for the Romans Fisher Wealth Management Group. He began his career as an Investment Associate at Northern Trust Private Bank, where he conducted performance reporting and analysis for the firm’s high-net-worth clientele. Patrick graduated from the Boston College Carroll School of Management with a double major in finance and marketing, and he was a four-year starter for its Division I men’s soccer team. Patrick is a Level III candidate in the Chartered Financial Analyst program.

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