Jeff is a Financial Advisor at Wells Fargo Adviosrs. Jeff began his career as a financial advisor over 40 years ago, dedicated to managing the selection, execution, and evaluation of clients’ investment portfolios.  Jeff is also distinguished as one of the select Senior PIM® Portfolio Managers within Wells Fargo Advisors.
In collaboration with the Wharton School of Business at the University of Pennsylvania, Jeff completed the inaugural Endowment and Foundation Investment Program, further enhancing his expertise in institutional asset management.
Jeff developed his skills of managing non-profit organizations by initially serving on various non-profit boards where he saw the great need.  His community involvements have included a position as Chairman of Corporate Fund Raising of the Easter Seal Society in Dallas; he served on the Board of the Dallas Council on World Affairs; chaired the John Paul II High School Development Board; and was Vice Chairman of the State Fair of Texas Youth Livestock Auction Committee.  Jeff just completed a three year term as President of the Texas 4-H Youth Development Foundation – the largest 4-H Foundation in the United States.  Jeff served as the Board Member for 12 years.  He is active with the Texas A&M Corp of Cadets Association and is a Life Member of the Marine Corps League.

As a senior member of The Wilshire Group, Jeff guides business owners, high-net-worth families, independent professionals and top-tier executives as they work to pursue financial independence. He works to help clients develop strategies designed to preserve their estates so their family's wealth is sustainable for generations. Because Jeff cares strongly about their personal lives as well as financial lives, he has built numerous life-long friendships with many clients.

He began his financial services career in 2001 at a company where he strategically developed strategies for clients based on extensive research driven by client goals. Prior to that, he received a bachelor's degree from Southwest Texas State University and earned his MBA from The University of Dallas in 2014.

Jeff and his wife, Lara, reside in Frisco, TX, with their four children. He is actively involved in coaching little league, and as a family, they support Collin County Children's Advocacy Center.

As a senior member of The Wilshire Group, Andrew focuses on leading clients through the wealth management process as well as the selection, implementation and analysis of client portfolios.

Prior to joining Wells Fargo Advisors in 2020, Andrew had worked at Merrill Lynch since 2011. He holds a bachelor's degree in finance from Texas Tech University in Lubbock. Andrew is also a CERTIFIED FINANCIAL PLANNER® professional and is among a select group of Private Investment Management (PIM)® Portfolio Managers who meet Wells Fargo Advisors' requirements to provide affluent clients with a combination of individualized investment solutions and strategies on a discretionary basis.

Andrew and his wife call Frisco, TX, their home. He spends his free time volunteering and coaching his three sons in youth sports. A long-time athlete, he recently completed his first full Ironman Triathlon.

Jason made the transition from a career in education to banking and financial services in 2002 before joining The Wilshire Group in 2008. As a senior member of the team, Jason's primary areas of focus include trading execution, portfolio/credit analysis and the implementation of wealth management strategies for clients.

Jason is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and he is also a Certified Private Wealth Advisor, administered by the Investment & Wealth Institute through the curriculum that was developed in conjunction with the University of Chicago Booth School of Business.

He graduated cum laude with a bachelor's degree from Texas A&M University.

A Plano native, Jason has long-standing ties to North Texas and is dedicated to the growth and vitality of the local community. He currently resides in Lucas, TX, with his wife, Stacy, and their four children.

Della is a Senior Registered Client Associate at Wells Fargo Advisors where she provides highly valued client support and superior customer service while assisting the team in implementing long-term investment solutions for valued clients. Della has been with the team since 2004 focusing on operations, security analysis and asset management.

Della holds her FINRA Series 7 and 66 securities registrations.