Our Team

Financial Advisors

Kory C. Altheide, CFP^®

Managing Director – Investment Officer
PIM Portfolio Manager

David F. Miller

Managing Director – Investments

Travis Tam, CFP^®

Senior Vice President - Investment Officer

Client Associates

Jamie L. D'Amico

Senior Registered Client Associate
Vice President

Jessica Sanchez

Senior Client Associate

Non-Group Members - Portfolio Manager

Christopher West

Managing Director – Investments
Portfolio Manager
Charted Financial Analyst

Jamie CK Lunge

Senior Registered Client Associate

CIMA^® / Series 7, Series 66

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DE, FL, GA, HI, ID, IL, KY, LA, MD, MI, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX