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 Wealth Management 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.

Backed by nearly a decade of industry experience, Pamela is responsible for the sales and operational support of the team, as well as account administration for the clients.

Now with The Wilshire Wealth Management Group of Wells Fargo Advisors, Pam previously worked at both Morgan Stanley and Merrill Lynch. She holds a bachelor's degree in English from the University of Kansas.

She lives in Frisco, TX, with her Goldendoodles, Norman and Stanley.

Ansley's responsibilities include the transfer of funds, opening new accounts, account service, maintenance requests and ongoing daily client contact.

She is a true believer in the phrase, "The client comes first." With enthusiasm and dedication, she strives to deliver a personalized experience to each of the clients she serves.

Ansley holds a bachelor's degree in Business Administration and Management from Texas A&M University Commerce. Originally from Georgia, Ansley makes her home in Frisco, TX.