Background and experience

Jennifer Day Heidel is a Senior Financial Advisor with over 25 years of experience guiding high-net-worth clients through comprehensive wealth planning and investment strategies. She specializes in wealth management, retirement planning, and risk mitigation, helping clients achieve long-term financial security. Known for her client-first approach and strategic insight, Jennifer partners with individuals and business owners to design tailored solutions that align with their goals.

Jennifer earned the Chartered Financial Consultant (ChFC®) designation from The American College in 2021, reinforcing her commitment to advanced investment planning. Her dedication to excellence has been recognized nationally—Jennifer was honored as one of Forbes Top Women Wealth Advisors, Best-in-State in years 2022-2026. These accolades reflect her unwavering focus on building trusted relationships and delivering strategies that put clients’ needs first.

Away from the office

Jennifer lives in Old Shasta with her husband, Kevin, where they embrace a simple, sustainable lifestyle. Together, they have two sons, Aiden and Hunter, and enjoy spending time outdoors, appreciating the beauty of the region. As a family, they tend to chickens, cultivate a garden, and care for a small orchard.  They take pride in producing organic food and sharing their harvest with others.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

“My clients know that they can count on me to help guide them in their financial decisions, whether big or small.”


Background and experience

Jeff takes a client-first approach to Investment planning, beginning every relationship by developing a thorough understanding of each client’s current financial situation, concerns, risk tolerance, and long-term priorities. Using this foundation, Jeff formulates a tailored investment strategy and develops a comprehensive Investment plan designed to help clients work toward their goals. These plans are reviewed and adjusted as life circumstances evolve, ensuring strategies remain aligned with changing needs and objectives.

Jeff began his career in financial services in 2009 with a predecessor firm before joining Wells Fargo Advisors in 2016. In 2020, he earned the CERTIFIED FINANCIAL PLANNER® designation. This certification reflects the completion of rigorous education, experience, and ethical requirements established by the CFP Board. CFP® professionals commit to ongoing continuing education across key planning areas, including financial strategy principles, insurance and risk management, employee benefits, retirement planning, and estate planning strategies. CFP® professionals are also held to a fiduciary standard, requiring them to place their clients’ financial interests ahead of their own at all times.


Away from the office

Jeff is a native of Arizona and relocated to Redding after college with his wife, Molly, a Redding native, to start their family. They have two sons, Landon and Liam. Jeff is actively involved in local youth sports and, as a family, they strongly believe in giving back to the community they love. In his spare time, Jeff enjoys golfing and spending time with his family.


CA Insurance License Number: 0G63475 Resident State CA

“While each client relationship is unique, my motivation is the same– ensure everyone has confidence they are on track to achieve their goals.”

Background and experience

As a Senior Registered Client Associate, Dan plays a key role in delivering high-quality client service by supporting the operational, administrative, and implementation needs of the Shasta Wealth Management Group of Wells Fargo Advisors. He works closely with clients and a team of advisors in Redding to help ensure financial strategies are executed smoothly and efficiently in alignment with each client’s goals.

Dan is deeply involved in the day-to-day coordination of investment and planning activities, serving as a primary point of contact for account servicing, transaction processing, documentation, and ongoing client requests. His focus is on keeping processes organized, timelines on track, and advisors and clients supported through each stage of the relationship.

Since beginning his career in financial services in 2009, Dan has built strong relationships within the firm and the local community. He is committed to supporting both clients and advisors by facilitating clear communication, maintaining operational excellence, and helping ensure a consistent and professional client experience as market conditions and life events evolve.

Away from the office

Dan enjoys spending time with his family. He and his wife, Jamie, have been married for over 19 years and have two sons, Finley and Declan. As a family, they appreciate the natural beauty of the Redding area and enjoy spending time outdoors through activities such as mountain biking, road biking, and hiking. Dan and his family also enjoy traveling to Great Britain, where he was born, to visit extended family.


CA Insurance License Number: 0L57214 Resident State CA

“While each client relationship is unique, my motivation is the same – provide my clients with confidence that they are on track to achieve their goals.

Background and experience

Tina began her career with Wells Fargo in 2006, where her strong client focus and natural leadership quickly set her apart. She quickly advanced into branch management and earned recognition for her ability to communicate effectively with clients while maintaining a high standard of leadership, service, and operational excellence. Throughout her career, Tina has consistently demonstrated a strong commitment to enhancing the client’s experience and supporting efficient operations.

In 2023, Tina made a strategic career move within Wells Fargo by joining the Shasta Wealth Management Group of Wells Fargo Advisors in Redding as a Client Associate. In this role, she is dedicated to engaging with clients and supporting their needs through exceptional service and attention to detail. Tina works closely with Financial Advisors and Client Associates to collaborate, build strong relationships, and ensure advisors and clients receive thoughtful, personalized support.


Away from the office

Tina lives in Redding with her husband, Derrick, and their blended family of five children who are active in school, sports, and their local family-owned barbershop. Tina and Derrick embrace their full and active lifestyle, valuing the time they spend together—because family is at the center of everything, they do