Meet the Team

With over three decades of experience as a Financial Advisor, I take a personalized approach to helping clients achieve their financial goals. Since 1989, I’ve developed tailored strategies that reflect each investor’s unique needs, always grounded in a commitment to service, integrity, and results.

Our mission is to provide comprehensive, goal-based financial advice and access to professional portfolio management—delivered with the highest level of personal attention and ethical standards. That same commitment extends beyond the office through active involvement in community initiatives supporting hunger relief, healthcare access, and environmental sustainability.

I earned a Bachelor of Science in Economics and International Relations from the University of Wisconsin. After relocating to Minnesota in 1987, I met my wife, Amy, and we’ve made our home in Minnetonka. Our three adult children—Wil, Sofia, and Zac—live nearby.

Outside of work, I enjoy time at the family cabin, fishing, golfing, and discovering new restaurants.

I am a Senior Financial Advisor at Wells Fargo Advisors with more than 30 years of experience in the financial services industry. In 2003, I earned the Certified Investment Management Analyst® (CIMA®) designation.

I am passionate about helping individuals and families navigate the financial markets, offering actionable steps to their financial situations, and guiding them toward accomplishing their financial goals. I enjoy uncovering their goals, concerns, and risk tolerances through open conversations, which also helps me develop a strong relationship with them. I specialize in investment management, cash flow and retirement planning, and estate planning strategies. I am dedicated to working with my clients to organize their financial life by documenting all aspects of their finances and professional contacts.

I earned my undergraduate degree in finance with a minor in psychology.

My wife, Jill, and I have been married for over 25 years and have three children, Joseph, Ryan, and Kathryn.  Away from the office, I enjoy spending time with my family at our cabin in northern Minnesota, boating, and golfing.  I stay involved in the community by volunteering in my children’s education and youth activities.

As a Private Wealth Financial Advisor, I specialize in developing personalized financial strategies to help clients achieve their goals. Since 2009, I’ve worked with both individual and institutional investors, providing tailored guidance built on trust and a deep understanding of each client’s unique needs.

I’ve been recognized as a Platinum Council Advisor—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 years and professionalism. I was proud to receive this distinction in 2022, 2023, and 2024.

Before joining Wells Fargo Advisors in 2009, I served as a Private Client Manager at U.S. Trust Company for seven years. I hold a bachelor’s degree in finance from the University of St. Thomas and a master’s degree in business taxation from the Carlson School of Management.

My approach is built on careful listening, curiosity, and a commitment to creating a high-touch experience rooted in integrity and disciplined portfolio management. I take pride in delivering a level of service that reflects both personal dedication and professional rigor.

Outside the office, I enjoy traveling, staying active, and coaching my children’s sports teams. I live in Edina, MN, with my wife, Mary, and our two children, Teddy and Frannie.

Will provides operational support for the team and is our primary point of contact for general inquiries and miscellaneous problem solving. He holds the Wells Fargo Advisors Platinum Client Associate recognition awarded to associates who demonstrate exceptional client experience, partnership, risk management, and execution. Will earned a B.A. in History & Management Studies, Magna Cum Laude, from St Olaf College and later studied Physics with a Biological Emphasis at the University of Minnesota for two years before joining Wells Fargo in January 2023. Will is an Eagle Scout and avid outdoorsman. He has a passion for world travel, having visited many countries in Asia, Africa, and Europe. Will also enjoys sailing, alpine skiing, and making espresso.

FINRA Series 7 & Series 66 (CRD 7689063)
Minnesota Insurance License: 40788816 | Resident State: MN
Notary Public

Megan provides operational support for the team and is committed to delivering an exceptional client experience. She holds the 2025 Wells Fargo Advisors Platinum Client Associate recognition, awarded to associates who demonstrate excellence in client service, partnership, risk management, and execution.

Megan earned a B.S. in Business Administration and a B.A. in International & Global Studies from the University of North Carolina at Greensboro. She began her career with Wells Fargo Advisors in 2020 in the Solutions Investment Center and later supported an Advisory team in Charlotte for three years before returning to Minnesota.

A Minnesota native, Megan enjoys volunteering, discovering the best lattes in town, and traveling—her passion has taken her to France, Italy, and Spain. She also loves spending time with family, her cats, and embracing all things Minnesota.

_{The Wells Fargo Advisors Platinum Client Associate recognition is 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 are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.}

Heather Leyde is a principal family office advisor with Wells Fargo Bank Wealth and Investment Management and is based in Minneapolis, MN. She is a nationally recognized, trusted partner to ultra-high-net-worth (UHNW) clients and families, delivering highly personalized relationship management across the enterprise . Heather works closely with a specialized team to seamlessly provide financial services across multiple generations with focus on family legacy and continuity. Her passion remains focused on estate preservation and wealth transfer strategies, delivered in close collaboration with clients’ wide-ranging advisory teams.

Heather has been in the financial services industry for more than 25 years and has held leadership roles with Wells Fargo Bank and Abbot Downing, US Bank Private Client Reserve and American Bank of St. Paul. She is a tremendous resource for clients, bringing deep specialization in complex wealth planning, relationship management and strategic complex credit solutions for UHNW families. Heather most recently served as a Private Wealth Advisor, and she also formerly headed up the Life Insurance Premium Finance team within Wells Fargo Bank’s Specialty Finance Group.

Heather’s educational background includes a Bachelor of Arts in Finance and Economics from St. Catherine University. She is deeply committed to community involvement, having served on the board of the Alzheimer’s Association of Minnesota and has held many leadership roles for local organizations supporting youth in her hometown. Heather lives with her family in St. Paul and enjoys golf and boating on the nearby St. Croix river during the summer and you may also catch her on a few of the local ski slopes during the winter months.