Meet Our Team
Tom Wozniak, CIMA®
Senior Vice President - Investment Officer
As a trusted advisor, Tom’s mission is to put the needs of his clients first. He strives to help his clients preserve and grow their wealth to assist them in achieving their individual financial goals and dreams.
Tom has been married to his wife Leslie for 27 years. They have 3 adopted children: Ryan (age 23), Dylan (age 20) and Stephanie (age 17). Tom and Leslie love to spend as much family time as possible and particularly enjoy summer water sports at the family cabin on Flathead Lake. They are actively involved with their children’s educations and are regular spectators at their school sporting events. Tom is also an active mountain and road biker, tennis player, skier, fly-fisherman and community volunteer.
He currently Chairs the State Board for the American Red Cross and is a Board member and Treasurer for Dolce Canto. He is a past Board member and Board Chair for the Providence Montana Health Foundation and Watson Children’s Shelter.
Tom began his financial services career as a Financial Advisor with Merrill Lynch in 1995 after 10 years as the Director of Finance for a large regional health care organization and 5 years as a CPA in public accounting. Tom and his team moved their practice from Merrill Lynch to Wells Fargo Advisors in January of 2013. Tom earned his Bachelor’s degree in Accounting from Michigan State University and his MBA from the University of Montana.
In addition to applicable securities registrations, Tom has obtained his CIMA® designation from the Investment Management Consultants Association. CIMA® professionals have completed a demanding graduate-level program of study and have passed a comprehensive exam. The CIMA® certification reflects experience, education, examination and ethical standards and is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
Tom Wozniak is no longer a practicing CPA. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Investments & Wealth Institute ™ (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. CAR-0418-03829
W. Erik Hebdon
Senior Vice President - Investments
Erik began his career as a Financial Advisor in 1995 with Smith Barney while studying Finance and Economics at Washington State University. He enjoys building relationships with his clients and their families as he helps with their investment planning and wealth management needs. He has many clients that have been with him for over 20 years and appreciates his steady hand as the worlds markets have experienced many unprecedented events during this time.
Erik was born and raised in Southern Idaho on a small family farm and learned at a young age to get up early and get the work done. Erik is the youngest of six children and he credits the example of his parents for his work ethic as well as the feeling of fulfillment for a job well done. Throughout his life he’s enjoyed spending time outdoors playing sports, hiking, hunting, fishing, camping, riding quads and motorcycles, golfing, and just about anything that sounds fun and keeps him off the couch.
Erik has three children: Austen, Alyssa and Riley. Austen is married and is currently attending college at Utah Valley University and will be graduating soon with a degree in Finance. His wife (Tiffany) has an undergraduate degree in Personal Financial Planning and is currently finishing up her MBA.
Alyssa is a junior in college and plans on being a child psychologist and hopes to work in a children’s hospital. Riley is a senior in High School and plays volleyball and thinks about where her next energy drink will come from. Erik is currently working on helping her see past High School!
Erik and his family have lived in Eastern Washington since 1991 and have been very involved in the community as well as served on numerous boards over the years. He is most proud of being one of the founding board members of Safe Harbor Crisis Nursery and helping the organization gain a financial foothold in the community and seeing the Nursery help the most helpless of us all.
Erik maintains an office in Kennewick Washington and is excited to spend time in Missoula and hopes to find ways to become a contributing member of the community. He also hopes to create many friends and clients as he establishes himself and works to help those seeking experience and knowledge as they plan their financial futures.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. CAR 0418-05101
Doug Freeman, CFP®
First Vice President - Investment Officer
Doug’s career has always focused on the best interests of his clients. He enjoys working with families to create, manage, and transfer wealth to the next generation. Doug is proud to be part of a Wells Fargo Advisors’ team of dedicated and experienced financial professionals. Applying the skills he learned as an attorney*, he is able to take each client’s unique situation and build a detailed roadmap to help clients plan for and navigate retirement in an ever-changing world.
After graduating from the University of Montana with a Bachelor of Science degree in Accounting and a JD in Law, he attended the University of Florida and earned a Masters of Law degree in Taxation. Doug practiced as an attorney* primarily in the areas of estate planning/administration, taxation and business law. In order to better understand and provide the solutions required in today’s complex and challenging market environment, he attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by completing the required course work and rigorous examination. To maintain this designation, Doug continually updates his knowledge of planning and adheres to ongoing stringent professional standards.
Doug and his wife, Lori, have been married for 30 years and have two children, Matt and Megan. Their family enjoys hiking, biking, skiing, and floating in the beautiful mountains and streams of Montana. Doug has donated his time to several charities including one that helps ranchers in need and another that focuses on providing bicycles to improve access to community resources.
Doug looks forward to the opportunity to share his expertise and passion for planning with your family.
Wells Fargo Advisors is not a legal or tax advisor. *Doug Freeman is no longer a practicing attorney. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CAR 0418-03811
Alan B. Jensen, CFP®, AAMS®
Alan began working in Financial Services in 1994. He enjoys building relationships with his clients and knowing his work will have a direct impact on their investment planning and goals.
Alan’s parents immigrated to the United States, drawn to the Midwest. They raised five children while running a family farm and acquiring several rental properties and investments. Family was always their first priority, and they provided their children with a great example of hard work, saving, and investing to build for the future. All five siblings have since spread out over Midwest and Western states.
Alan and Michelle were married in 1991 and have one son, Kyle. They moved to Missoula in 2001 to raise their family. Kyle graduated in 2017 from Pomona College with a degree in Environmental Analysis and is currently working an internship position for the Golden Gate National Park Consortium in the Presidio area of San Francisco. As a family, they enjoy traveling and actively participating in outdoor activities such as biking, hiking, camping and fishing; the abundance of opportunities for all of these activities makes Montana a great place for them to live.
Alan served on a Montessori School Board, and as both Board Member and President for the Livermore Chamber of Commerce. He also participated in Rotary Clubs in CA and MT. He is a past Board Member for Waterton Glacier International Peace Park, and the Ronald McDonald House of Missoula. Alan is a current Board Member of the Providence Montana Health Foundation.
Alan has an Associate’s degree in Electronics Engineering and a Bachelor of Science in Business Administration. He started in the Financial Services business with Hornor, Townsend & Kent., and changed broker dealers to AG Edwards when they moved to Montana. AG Edwards ultimately merged with and became Wells Fargo Advisors. Each change has helped develop higher levels of technology, products and overall support to build lasting client relationships.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ACCREDITED ASSET MANAGEMENT SPECIALIST℠ and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. CAR-0418-03798
Alice Marquardt, CFP®
Senior Registered Client Associate
Assistant Vice President
Alice began working in Financial Services in 2009. She has a personal objective of providing exceptional customer experiences in this often confusing and impersonal industry. Her previous work in banking, wholesale distribution and retail, and as an owner of a downtown women’s clothing boutique, helped her develop a deep understanding of clients’ needs and priorities.
Alice was born and raised in Missoula, one of eight children, and her children are two of twenty grandchildren, all residing in the Pacific Northwest. They have frequent family get-togethers, which are loud, fun, rambunctious and full of practical jokes.
Alice graduated from the University of Montana with a Bachelor’s degree in Interpersonal Communication, with an emphasis in Business. She loves all that Montana has to offer: friendly communities, great people and enjoying the beautiful outdoors. Alice has two children: Keegan, who is a welder in the Bitterroot Valley, and a daughter, Grace, who is attending Northern Arizona University studying criminology. In her free time, Alice can most often be found exercising, outside and walking the river trails with friends. Alice also loves cooking, wine tasting and spending time with family.
Alice is Series 7, 66 registered and Insurance licensed. In addition to ongoing continuing education requirements, she recently obtained her Certified Financial Planner™ (CFP) designation. The CFP certification identifies individuals who have met the experience and ethical requirements of the CFP board, have successfully completed financial planning coursework and who have passed the certification examination covering the financial planning process, retirement and employee benefits, investments, tax planning and management, risk management and estate investment planning. Alice really enjoys working with our clients and the challenges of this ever changing industry.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CAR-0418-03803