Janet brings over three decades of intuitive leadership and unwavering advocacy in service to her clients. As of September 2025, she is a co-leader of a $4B practice alongside longtime colleague Kevin Dodson, Private Wealth Financial Advisor. Janet serves an exclusive group of 50 multigenerational families with honesty, insight and a fiercely protective approach to wealth management.

A Lifelong Commitment to Values and Vision

Raised in a large Catholic family in Southern California, Janet learned early the importance of service, structure and speaking the truth—even when it’s hard. After starting her career in the financial services world as a bank teller, she quickly rose through the ranks and, by 19, was working with some of the bank’s most prominent clients. An intensive internal program shaped her approach to etiquette, professionalism and financial rigor—standards she continues to uphold.

By 27, Janet was overseeing private wealth operations from Orange County to the desert, gaining rare exposure to compliance, regulation and operational complexity. Her shift to a client-facing private banker role set the stage for what would become a distinguished advisory career. In 2008 she joined Wells Fargo and brought her clients with her—establishing the foundation of one of the firm’s top teams.

Intuitive, Honest, and Unshakably Committed

Janet believes she is the advisor clients call first—whether it’s about market volatility or a family emergency. She leads with emotional intelligence, directness and a values-based philosophy that prioritizes trust and alignment over asset size.

A skilled listener, she often pinpoints the core concern within minutes of a conversation and guides clients through challenges with clarity and care. Her encyclopedic knowledge of estate law, private banking, and even resources for clients outside the financial world—along with her deep ties to the community from schools to churches—make her a true connector and advocate.

Beyond the Office

Janet’s family is deeply rooted in military service—something many of her clients value. She proudly serves on the Advisory Board at Holy Trinity Catholic Church and on the JSerra Catholic High School Business Magnet Program Advisory Board. In addition, she teaches Children’s Liturgery of the Word at Holy Trinity Catholic Church and is a skilled Vinyasa and Flow Hot Yoga Instructor.

CA Insurance Lic. #0G12300, Resident State: CA

For more than twenty years, Kevin has provided his clients a powerful combination of practical experience and analytical depth. As of September 2025 he is a co-leader of a $4B advisory team alongside his colleague Janet Wiesen, Private Wealth Financial Advisor. He serves a select group of ultra-high-net-worth families, delivering tailored, family office style service with quiet precision.

A Grounded Path to Leadership

Born and raised in Redwood City, California, Kevin attended Santa Barbara City College before transferring to California State University, Long Beach. He earned his degree in political science with plans to pursue law, but a strong work ethic developed while working through school shifted his focus toward business.

Kevin’s career began at a shipping firm near the Port of Long Beach before he was recruited into Bank of America’s management training program. There, he gained cross-disciplinary experience in trust, credit and underwriting—building a deep understanding of risk and balance sheet strategy.

He soon transitioned into a client-facing advisory role, where he teamed with Janet to form the foundation of their practice. In 2008, they moved their team to Wells Fargo Bank, N.A., and later transitioned from the Private Bank to Wells Fargo Advisors to deliver more customized client solutions.

Their clients appreciate how he and Janet work in lockstep, her emotional intuition and people-first focus complementing his structured approach to wealth management.

Analytical by Nature, Strategic by Design

Kevin is known for the rational, forward-looking way he manages complex financial lives. He serves as a strategic quarterback across his clients’ investment, estate planning strategies, and generational planning needs—working closely with accountants, attorneys and family members to help ensure every piece connects. Whether advising on concentrated stock, multigenerational planning or private business transitions, Kevin brings a disciplined mindset that helps clients build lasting frameworks for success.

Beyond the Numbers

Kevin lives in Coto de Caza with Christy—his college tennis partner and wife of 23 years—and their three children. He’s a lifelong athlete, outdoor enthusiast and passionate mentor, serving on the Advisory Board at the University of San Diego, where his son attends. He also acts as an advisor to the Financial Management Association at CSU Long Beach Business School, mentoring students in career development, networking and financial literacy.

CA Insurance Lic. # 0G09295, Resident State: CA