Featured Profile
About Wells Fargo Advisors
Matthew Dann, CFP®, Managing Director – Investments, works alongside his advisory team to serve Frisco families and business owners with thoughtful, personalized financial guidance. A fourth generation Texan who arrived in Frisco in 1998, Matthew and his team are deeply committed to helping retirees, business owners, and families simplify complex financial decisions and move forward with clear, unbiased strategies aligned with what matters most. Matthew was recognized by Forbes as a 2026 Best-In-State Wealth Advisor.
Matthew and his partner, Chris White, Vice President – Investments, work with longtime residents and newcomers alike to help provide personalized investment planning and wealth management grounded in thoughtful analysis. Chris brings a strong analytical foundation shaped by his studies in mathematics and economics at Vanderbilt University.
Supported by Senior Client Associates Heather Kestila and Jessica Minniear, each with over 15 years of client service experience, the team delivers tailored guidance with a boutique feel, backed by the resources and stability of a premier financial institution.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
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. PM-1020207-5401807