Featured Profile
About Wells Fargo Advisors
Matthew Dann, a fourth-generation Texan, CFP® and Managing Director - Investments, has witnessed the area’s dramatic transformation since his arrival in 1998. Alongside his partner, Chris White, Vice President – Investments, they help both long-time locals and newcomers navigate their financial journeys with personalized investment planning advice.
With 24 years of industry experience, Matthew was recently named to the prestigious Wells Fargo Advisors Platinum Council for 2025. Matthew and Chris take a dynamic, tailored approach to addressing the financial needs of their clients, whether they’re nearing retirement, managing a business, or building wealth. Matthew and Chris also specialize in helping families in the disability community plan for the continued care of their loved one.
The team is further strengthened by Senior Client Associates, Heather Kestila and Jessica Minniear, who have each been serving clients for over 15 years with the firm.
By combining deep knowledge, experience, and a comprehensive understanding of clients’ lives, Matthew and Chris strive to ensure that your financial strategy works in harmony with your goals. Whether you’re wondering if your retirement plan is on track, unsure if your investments align with your objectives, or seeking a second opinion, reach out to Matthew and Chris today.