We work as a team to meet your goals.
While some financial professionals are groups with shared resources, the Thomas, Szwed & Christy Private Wealth Management Group of Wells Fargo Advisors works as an integrated team of financial advisors and associates, focusing on client relationships. Each team member brings deep experience and specialized knowledge to focus on the complex planning and individual investment needs of affluent clients.
As part of Wells Fargo Advisors, our commitment to you is:
We will honor our relationship with you: When you work with a Financial Advisor from Wells Fargo Advisors, you have someone who takes time to listen and understand your needs, helps you clarify your goals, and takes the safety and security of your money and investments seriously.
We will be fully invested in your success: As your advisors, we can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and feedback on your progress.
We will be with you every step of the way: Your needs and goals will change over time. That's why we will be there to provide advice — along with the exceptional service you deserve — through the ups and downs of markets and economic cycles.
Our team has decades of experience representing a wide variety and depth of knowledge.
We are an experienced team committed to you now and for the long-term. We have decades of experience and a diversity of approaches to investment planning, and have helped clients better plan for their various stages of life and dynamic market cycles.
Pictured: John Szwed, CPWA®, ChFC®, CRPC®, First Vice President – Investment Officer, Senior Financial Advisor; Jessica Christy, CFP®, First Vice President – Investments; Wes Thomas, CFP®, Private Wealth Financial Advisor, Managing Director – Investments; Rebecca Osterkamp, Private Wealth Senior Registered Client Associate; Dawn Marie Walker, Private Wealth Senior Registered Client Associate; Colette McKeown, Private Wealth Senior Client Associate.
Thomas, Szwed & Christy Private Wealth Management Group of Wells Fargo Advisors named as one of Forbes Best-In-State Wealth Management Teams for 2023, 2024, 2025 and 2026. [Source: Forbes (awarded January 2023, January 2024, January 2025, January 2026). Data compiled by SHOOK Research LLC based upon information from 3/31/21-3/31/22; 3/31/22-3/31/23; 3/31/23-3/31/24; 3/31/24-3/31/25.]
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Wes Thomas, CFP®, Private Wealth Financial Advisor, Managing Director – Investments, named as one of Forbes Best-In-State Wealth Advisors in 2021, 2022, 2023, 2024, and 2025 [Source: Forbes (awarded February 2021, April 2022, April 2023, April 2024, April 2025). Data compiled by SHOOK Research LLC based on information from 6/30/19-6/30/20; 6/30/20-6/30/21; 6/30/21-6/30/22; 6/30/22-6/30/23; 6/30/23-6/30/24.]
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You can learn more about each of our team members by clicking on their photo.
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