With over 32 years of experience in managing assets for high-net-worth clients, Craig’s focus is on running an equity investment portfolio of stocks, bonds, and ETFs. As Managing Director – Investments and Senior PIM Portfolio Manager¹, his main responsibility is to create customized investment strategies designed to help clients achieve their short- and long- term goals.

Craig employs an investment methodology that aims to enhance risk-adjusted returns and promote greater stability in client portfolios. This strategy helps to mitigate the impact of market fluctuations and alleviate clients' potential anxiety stemming from day-to-day market shifts.  

Craig understands the significance of building trusting relationships with clients and diligently works to comprehend their individual situations, anticipating necessary modifications along the way. He values the sensitivity of managing clients' personal finances and prioritizes building confidence while ensuring complete confidentiality.

Craig earned a B.B.A. in Finance and Real Estate from Baylor University, and he holds Series 7 and 63 securities registrations. He is an active member of The Austin Stone Community Church and enjoys woodworking, athletic adventures, and time with his wife and family.

We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023 and 2024. This award reflects the trust our clients have placed in us over the past years.

 

1 As PIM portfolio manager, Craig has met stringent criteria based on experience and expertise and acts as a personal portfolio manager. The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.

Ann develops comprehensive wealth management plans tailored to her clients' goals for growing, managing, preserving, and transitioning their assets. She is a Senior PIM Portfolio Manager¹ and has earned the CERTIFIED FINANCIAL PLANNER™ professional designation, which includes financial planning coursework, examination, experience, and ethical requirements. She also holds Series 7 and 63 securities registrations. In addition, Ann is proud to have been named to the distinguished Forbes Top Women Wealth Advisors for 2024.

2024 Forbes Top Women Wealth Advisors: Awarded February 2024²

With over 23 years of investment services experience, Ann specializes in all areas of wealth management including investment, tax, retirement, and estate planning strategies. Ann recognizes that knowledgeable planning today is critical to providing for the comfortable and secure future her clients deserve.

Ann attended Trinity University and earned a B.B.A. from St. Edward's University in 1988.  Active in her community, she has served as a Treasurer for the Financial Planning Association Austin Chapter, as President of Friends of Pedernales Falls State Park, and as a member of the Estate Planning Council of Central Texas. 

Ann is married with three grown sons, Ryan, Kelly and Aaron.  She enjoys spending time with her boys and her grandchildren, and in her spare time, you can find her exploring the local, state, and national parks and wilderness areas on horseback.

We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023 and 2024. This award reflects the trust our clients have placed in us over the past years. 



1 As PIM portfolio manager, Ann has met stringent criteria based on experience and expertise and acts as a personal portfolio manager. The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

2 Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors 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. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.

Shannon began working with the Wingrove Connolly Wealth Management Group in 2015 and transitioned with them to Wells Fargo Advisors in 2021. Prior to joining the group, she worked in private wealth management at LPL Financial, Smith Barney (CitiGroup), and Deutsche Bank.

Shannon strives to provide clients with the highest level of service in both the day-to-day tasks and in more specialized areas, like 529 plans. A talented leader, she focuses on refining and improving processes to help clients stay on top of their finances and accomplish their goals.

Shannon earned both a B.S. and M.B.A. in Finance and holds Series 7, 63 and 65 securities registrations. She is originally from the West Coast but considers Austin her home, and she enjoys exploring everything the city has to offer. She also loves to spend time with her cat, Felix.

We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023 and 2024. This award reflects the trust our clients have placed in us over the past years. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.

Aaron is dedicated to offering personalized and comprehensive financial advice to each of his clients. His main focus on the team is providing professional investment guidance to help clients navigate the complex world of financial management.

Throughout his career, Aaron has consistently pursued knowledge to better serve his clients with confidence. While predicting the future may not be possible, staying informed about global market trends and being able to adapt to changes in real-time is crucial. He takes pleasure in sharing the Wingrove Connolly approach to security analysis and investment management with clients and prospects, demonstrating how it can benefit them.

Aaron became a part of the Wingrove Connolly Wealth Management Group in 2019 following his graduation from Texas A&M Corpus Christi with a B.B.A. in Finance in 2018. He is fully licensed with Series 7 and 66 registrations.

Outside of his professional life, Aaron enjoys spending quality time with his dog, Aspen, as well as engaging in activities such as skiing, fishing, hunting, golfing, and traveling.

We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023 and 2024. This award reflects the trust our clients have placed in us over the past years. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.

Tina Nevarez has over ten years of experience working at Wells Fargo & Company and currently serves as a Senior Client Associate at Wingrove Connolly Wealth Management Group of Wells Fargo Advisors. She began her career as a bank teller in 2014 at the Wells Fargo Bank, N.A. Bee Cave Galleria Branch in Bee Cave, Texas, and transitioned to a personal banker role in 2017 at the same branch. Tina advanced to branch operations manager at the Westlake Branch in Austin, TX in 2020. In 2022, she moved to Wells Fargo Advisors as a senior client associate before joining the Wingrove Connolly Wealth Management team in 2023.

Tina's primary role on the team is to provide operational excellence to the clients of Wingrove Connolly Wealth Management Group. Her extensive operational experience allows her to bring increased efficiency to the team, ensuring a smooth and streamlined experience for clients. Tina focuses on ensuring smooth operations behind the scenes and assisting clients in a friendly and professional manner. We believe clients appreciate Tina's positive outlook and engaging personality, which allows her to address their questions and concerns with ease.

Tina always emphasizes the importance of understanding each client’s financial situation and concerns so the team can better address their needs and create a plan to help achieve their goals.

Tina grew up in Dripping Springs, TX, and now resides in Austin, TX with her husband, Ryan, and son, Dean. She enjoys spending time outdoors walking the trails of Austin with her family and their dog, Alora, as well as listening to live music at the city's many venues.

We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023 and 2024. This award reflects the trust our clients have placed in us over the past years. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.