Our Dedication To Building Meaningful Relationships

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While others may focus primarily on building a reputation based on investment returns, our team builds for the return on our relationships. Our commitment to you is reflected in every aspect of our service, setting a standard that goes beyond numbers.

 

 

When Others Show Off,

We Show Up

Our team prides itself on going the extra mile for our clients, whether it’s extending a hand out through our team’s volunteer and philanthropic efforts or a hand up helping our clients along their wealth management journey. Our caring and thoughtful approach to wealth planning translates into making meaningful connections, providing hands-on guidance, and building a genuine partnership throughout every phase of your financial journey.

Moreso, we are proud members of our communities, dedicating time outside of work and our families to better the communities where we live and work.
Our Community Involvement
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Resources Across The WFA Ecosystem

We know it takes a village. That’s why we actively foster and manage relationships within the broader Wells Fargo Advisors (WFA) environment, leveraging our network of connections to help enhance your wealth management opportunities. This collaborative approach enables us to deliver more comprehensive and effective solutions for our clients.

Get to know the professionals – and the people – behind our success.

Meet Our Team

Matt Hendren

Private Wealth Financial Advisor
Managing Director - Investments

Erik Mattern

Managing Director - Investments

Bill Meyer

Financial Advisor
Assistant Vice President - Investments

Daniel Foley

Financial Advisor

Lexi Morrell

Financial Advisor

Lisa Castillo

Private Wealth Financial Consultant

Victoria Job

Private Wealth Senior Registered Client Associate

Sarah M. Pederson

Client Associate

Access to Wells Fargo Affiliates

To support your financial needs we can assemble a team of Wells Fargo specialists that will work with you and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.

Eric Smith*

Business Owner Advisory Strategist

    Eric Hu*

    Senior Specialty Asset Advisory Specialist

      Rebecca Genarro*, CAP

      Senior Philanthropic Advisor

        * Employed by Wells Fargo Bank, N.A.

        Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

        Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.

        Let's Talk About Your Financial Goals

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