Jason Werner, CFP, AAMS
Managing Director – Investment Officer
Financial Advisor
Phone: 815.282.7986
Email: jason.werner@wellsfargoadvisors.com
As a Financial Advisor since 1998, Jason Werner has been dedicated to guiding individuals, multi-generational families and business owners through wealth, education savings and retirement planning with a long-term approach to investing. He is focused on helping others analyze their unique financial situation, clarify their financial objectives, and develop a wealth management plan that will contribute to the achievement of their life goals.
Jason structures investment strategies using a risk-managed philosophy of asset allocation, tax minimization strategies, and planning services.
He earned a Bachelor of Science degree in Finance from Illinois State University as well as the prestigious CERTIFIED FINANCIAL PLANNER® professional certification and the Accredited Asset Management SpecialistSM certification from the College for Financial Planning®. For these certifications, he completed approved educational programs, passed rigorous examinations, and met stringent experience requirements.
Now a Managing Director – Investment Officer with Wells Fargo Advisors, he has been recognized on the Wells Fargo Advisors Platinum Council from 2015 - 2025. Jason was also named as one of Forbes Best-in-State Wealth Advisors for Illinois in 2022 - 2025.
Jason was born and raised on a farm in Stockton, Illinois. While his education and experience give him professional qualifications to advise his clients, spending much of his life in small communities resulted in a desire to establish strong personal relationships with his clients and to serve them with integrity.
Jason lives in Roscoe, Illinois with his wife, Amanda, and their two children.
If you are seeking a financial advisor who will address your unique wealth management needs and help you meet your financial goals, please call Jason to schedule an appointment.
2024-2025 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2015-2023 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21- 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21.
View award disclosures
See full list of winners: Forbes award page.
Jason structures investment strategies using a risk-managed philosophy of asset allocation, tax minimization strategies, and planning services.
He earned a Bachelor of Science degree in Finance from Illinois State University as well as the prestigious CERTIFIED FINANCIAL PLANNER® professional certification and the Accredited Asset Management SpecialistSM certification from the College for Financial Planning®. For these certifications, he completed approved educational programs, passed rigorous examinations, and met stringent experience requirements.
Now a Managing Director – Investment Officer with Wells Fargo Advisors, he has been recognized on the Wells Fargo Advisors Platinum Council from 2015 - 2025. Jason was also named as one of Forbes Best-in-State Wealth Advisors for Illinois in 2022 - 2025.
Jason was born and raised on a farm in Stockton, Illinois. While his education and experience give him professional qualifications to advise his clients, spending much of his life in small communities resulted in a desire to establish strong personal relationships with his clients and to serve them with integrity.
Jason lives in Roscoe, Illinois with his wife, Amanda, and their two children.
If you are seeking a financial advisor who will address your unique wealth management needs and help you meet your financial goals, please call Jason to schedule an appointment.
2024-2025 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2015-2023 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21- 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21.
View award disclosures
See full list of winners: Forbes award page.
Josh Greenfield, CFP, AAMS
Financial Advisor in Charge
Managing Director - Investment Officer
Phone: 815.297.9550
Email: josh.greenfield@wellsfargoadvisors.com
Joshua Greenfield is committed to providing individuals and their families with wealth management strategies tailored to his clients’ long-term goals, time frame to retirement and risk tolerance. His knowledge and insights, gained through more than 25 years as a wealth professional and his own life experience, give him perspective for the development of plans for a flourishing life.
Josh helps his clients with a wide range of services, from retirement planning, education savings strategies and risk management to estate planning strategies for transitioning wealth to future generations. When appropriate, he helps clients access the broader resources of the firm such as banking, lending and trust services.*
He is a graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in Finance. Josh earned the CERTIFIED FINANCIAL PLANNER® professional certification and the Accredited Asset Management SpecialistSM certification from the College for Financial Planning®. For these designations, he completed approved educational programs, passed rigorous examinations and met stringent experience requirements. Josh has been named by Wells Fargo Advisors to the Platinum Council** in 2014, 2015, 2016, 2017, 2021, 2022, 2023, 2024, and 2025. Josh was named to the Forbes Best-in-State Wealth Advisor list for Illinois in 2023.***
Away from the office, Josh enjoys watching sports and fishing. He has two daughters and resides near Freeport on a small farm with their dogs, cats and horses. When he lost his wife to cancer in 2022, it gave him personal experience to help him relate to occurrences his clients often go through in their own lives.
*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR IS 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Program, rates, terms, and conditions are subject to change without advanced notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NML IS 0906158). Wells Fargo Clearing Services, LLC holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
**2024-2025 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2014-2023 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
***2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/22 (Source: Forbes.com).
View award disclosures
Josh helps his clients with a wide range of services, from retirement planning, education savings strategies and risk management to estate planning strategies for transitioning wealth to future generations. When appropriate, he helps clients access the broader resources of the firm such as banking, lending and trust services.*
He is a graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in Finance. Josh earned the CERTIFIED FINANCIAL PLANNER® professional certification and the Accredited Asset Management SpecialistSM certification from the College for Financial Planning®. For these designations, he completed approved educational programs, passed rigorous examinations and met stringent experience requirements. Josh has been named by Wells Fargo Advisors to the Platinum Council** in 2014, 2015, 2016, 2017, 2021, 2022, 2023, 2024, and 2025. Josh was named to the Forbes Best-in-State Wealth Advisor list for Illinois in 2023.***
Away from the office, Josh enjoys watching sports and fishing. He has two daughters and resides near Freeport on a small farm with their dogs, cats and horses. When he lost his wife to cancer in 2022, it gave him personal experience to help him relate to occurrences his clients often go through in their own lives.
*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR IS 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Program, rates, terms, and conditions are subject to change without advanced notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NML IS 0906158). Wells Fargo Clearing Services, LLC holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
**2024-2025 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2014-2023 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
***2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/22 (Source: Forbes.com).
View award disclosures
Allie Krebs
Financial Consultant
Phone: 815.282.7777
Email: allie.krebs@wellsfargoadvisors.com
Allie Krebs was born and raised in Rockford and is the newest member of the Werner/Greenfield Wealth Management Group of Wells Fargo Advisors. She will spend time servicing clients in both the Rockford and Freeport offices.
Allie looks forward to building relationships by meeting one-on-one with individual clients. She has helped the team integrate the use of Wells Fargo Advisors’ eMoney planning tool. This software helps clients plan for and pursue their long-term objectives. She understands the importance of strict compliance with policies and procedures, delivering an important level of professionalism combined with a personal approach that helps clients feel comfortable with their wealth management plan of action.
She holds a Bachelor of Science in Nursing from Illinois State University and a Master of Science in Nursing Education from Southern Illinois University. In the past, Allie helped people live a healthy, thriving lifestyle. She realigned her professional career with the desire to help individuals and families pursue financial health and prosperity.
In her free time, Allie and her husband, Jay, enjoy cycling, hiking and travel.
Allie looks forward to building relationships by meeting one-on-one with individual clients. She has helped the team integrate the use of Wells Fargo Advisors’ eMoney planning tool. This software helps clients plan for and pursue their long-term objectives. She understands the importance of strict compliance with policies and procedures, delivering an important level of professionalism combined with a personal approach that helps clients feel comfortable with their wealth management plan of action.
She holds a Bachelor of Science in Nursing from Illinois State University and a Master of Science in Nursing Education from Southern Illinois University. In the past, Allie helped people live a healthy, thriving lifestyle. She realigned her professional career with the desire to help individuals and families pursue financial health and prosperity.
In her free time, Allie and her husband, Jay, enjoy cycling, hiking and travel.
Cassandra Eberle
Client Associate
Officer
Phone: 815.297.9550
Email: cassandra.eberle@wfadvisors.com
For more than 19 years, Cassandra Eberle has embraced the opportunity to work alongside financial advisors in service to clients, helping to meet their day-to-day operational needs. From opening or transferring accounts and maintaining client records to scheduling review meetings and answering questions, Cassandra finds the most rewarding aspect of her work is being able to assist clients quickly and accurately.
Cassandra’s lengthy experience encompasses several roles at the firm, giving her a deeper understanding of procedures, policies, requirements and the need to exceed client expectations. She appreciates the opportunity to form personal relationships with clients and their families.
When out of the office, you will find Cassandra enjoying her son’s sporting events, spending time with family and friends, and especially, grilling out during the summer months.
Cassandra’s lengthy experience encompasses several roles at the firm, giving her a deeper understanding of procedures, policies, requirements and the need to exceed client expectations. She appreciates the opportunity to form personal relationships with clients and their families.
When out of the office, you will find Cassandra enjoying her son’s sporting events, spending time with family and friends, and especially, grilling out during the summer months.
Kayla Petta
Registered Client Associate
Officer
Phone: 815.297.9550
Email: kayla.petta@wfadvisors.com
Kayla Petta brings more than a decade of experience to support financial advisors and serve the clients of her team. In her administrative role, she is often the first person of contact for individuals and families, handling administrative and operational tasks and providing answers to account questions and requests.
Working alongside financial advisors, she strives to deliver service excellence, earn the trust of clients, and to build long-lasting, rewarding client relationships. Accuracy and efficiency are hallmarks of her performance.
Kayla holds the FINRA Series 7 and Series 66 securities registrations and is responsible for the movement of cash and securities and accepts and enters trades as appropriate. She has an Associate of Arts degree from Highland Community College. Kayla has been recognized as one of the Wells Fargo Advisors’ 2025 Platinum Client Associates.
Kayla and her husband, Ryan, have two children, a son and a daughter. Through her experience saving for her children’s college and retirement, she understands that clients’ have their own family-related needs. In her free time, she enjoys painting, cooking and spending quality time with her family.
Kayla can be reached at 815-297-9550 or kayla.petta@wellsfargoadvisors.com.
The Wells Fargo Advisors’ Platinum Client Associate recognition held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Working alongside financial advisors, she strives to deliver service excellence, earn the trust of clients, and to build long-lasting, rewarding client relationships. Accuracy and efficiency are hallmarks of her performance.
Kayla holds the FINRA Series 7 and Series 66 securities registrations and is responsible for the movement of cash and securities and accepts and enters trades as appropriate. She has an Associate of Arts degree from Highland Community College. Kayla has been recognized as one of the Wells Fargo Advisors’ 2025 Platinum Client Associates.
Kayla and her husband, Ryan, have two children, a son and a daughter. Through her experience saving for her children’s college and retirement, she understands that clients’ have their own family-related needs. In her free time, she enjoys painting, cooking and spending quality time with her family.
Kayla can be reached at 815-297-9550 or kayla.petta@wellsfargoadvisors.com.
The Wells Fargo Advisors’ Platinum Client Associate recognition held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
