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Our Team
Thomas J. Faley, CFP, CRPC, AAMS
Managing Director - Investments
Senior PIM Portfolio Manager
Thomas J. Faley
, CFP, CRPC, AAMS
Tom is a Managing Director - Investments and Senior PIM® Portfolio Manager with Crown Legacy Wealth Management Group of Wells Fargo Advisors. He started his career in 1999 with Ameriprise Financial and moved to Wells Fargo Advisors in June of 2016.
Tom has received the AAMS® (Accredited Asset Management SpecialistSM) and CRPCTM (Chartered Retirement Planning CounselorSM) designations from the College for Financial Planning, as well as the CERTIFIED FINANCIAL PLANNER® certification. Tom has received the Wells Fargo Advisors Platinum Council recognition since 2016*. He was recognized on the Forbes 2019–2025 Best-in-State Wealth Advisors lists** and as a team member on the Forbes 2023–2026 Best-in-State Wealth Management Teams lists***. He has also been recognized eleven times as a Five Star Professional Wealth Manager by Five Star Professional (2014, 2015, 2017-2025)****.
Prior to the financial services industry, Tom was a Sergeant in the US Army 3rd Armored Cavalry Regiment from 1994-1997, where he earned two army achievement medals and the national defense service ribbon. He joined the Minnesota National Guard in 1997 while attending the University of Minnesota-Carlson School of Management, where he received his BSB in Finance.
Tom served on the board of the Seattle Make-A-Wish foundation from 2012-2020. He has led YMCA Adventure Guides groups and coached football for the Bellevue Boys and Girls Club.
Tom has been married since 2004 to his wife, Jen, and they have two amazing boys, Zachary and Cooper. In his free time, Tom enjoys playing tennis, snowboarding, wakeboarding, cycling, and traveling.
*2024-2026 Wells Fargo Advisors Platinum Council
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
*2016-2023 Wells Fargo Advisors Platinum Council - New name as of 01/01/2023, previously Premier Advisor
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
**2025 Forbes Best-In-State Wealth Advisors
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2024 Forbes Best-In-State Wealth Advisors
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2023 Forbes Best-In-State Wealth Advisors
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2022 Forbes Best-In-State Wealth Advisors
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2021 Forbes Best-In-State Wealth Advisors
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2020 Forbes Best-In-State Wealth Advisors
2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2019 Forbes Best-In-State Wealth Advisors
2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
***2026 Forbes Best-in-State Wealth Management Teams
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
***2025 Forbes Best-in-State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
***2024 Forbes Best-in-State Wealth Management Teams
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
***2023 Forbes Best-in-State Wealth Management Teams
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**** The 2025 Five Star Wealth Manager award was issued on 02/01/2025 by Five Star Professional (FSP) for the time period 05/15/2024 through 11/29/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
****2024 Five Star Wealth Manager award issued on 01/01/2024 by Five Star Professional (FSP) for the time period 06/07/2023 through 11/30/2023. 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers.
****2023 Five Star Wealth Manager award issued on 01/01/2023 by Five Star Wealth Professional (FSP) for the time period 04/18/2022 through 10/21/2022. 2,994 Seattle-area wealth managers were considered for the award; 268 (9% of candidates) were named 2023 Five Star Wealth Managers.
****2022 Five Star Wealth Manager award issued on 01/01/2022 by Five Star Professional (FSP) for the time period 05/10/2021 through 11/30/2021. 2,938 Seattle-area wealth managers were considered for the award; 267 (9% of candidates) were named 2022 Five Star Wealth Managers.
****2021 Five Star Wealth Manager award issued on 01/01/2021 by Five Star Professional (FSP) for the time period 04/27/2020 through 10/30/202. 2,938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named 2021 Five Star Wealth Managers.
**** 2020 Five Star Wealth Manager award issued on 01/01/2020 by Five Star Professional (FSP) for the time period 04/01/2019 through 11/13/2019. 2,735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named 2020 Five Star Wealth Managers.
****2019 Five Star Wealth Manager award issued on 01/01/2019 by Five Star Professional (FSP) for the time period 04/23/2018 through 11/09/2018. 2,752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named 2019 Five Star Wealth Managers.
****2018 Five Star Wealth Manager award issued on 01/01/2018 by Five Star Professional (FSP) for the time period 04/25/2017 through 11/06/2017. 2,452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named 2018 Five Star Wealth Managers.
****2017 Five Star Wealth Manager award issued on 12/01/2016 by Five Star Professional (FSP) for the time period 03/26/2016 through 11/18/2016. 1,785 Seattle-area wealth managers were considered for the award; 436 (24% of candidates) were named 2018 Five Star Wealth Managers.
****2015 Five Star Wealth Manager award issued on 01/01/2015 by Five Star Professional (FSP) for the time period 05/12/2014 through 10/30/2014. 2,023 Seattle-area wealth managers were considered for the award; 530 (26% of candidates) were named 2015 Five Star Wealth Managers.
****2014 Five Star Wealth Manager award issued on 03/01/2014 by Five Star Professional (FSP) for the time period 05/12/2013 through 10/30/2013. 2,649 Seattle-area wealth managers were considered for the award; 424 (16% of candidates) were named 2015 Five Star Wealth Managers.
For additional information: Third Party Award Disclosures - Wells Fargo Advisors
CA Insurance License # 0G79661. Resident State CA
Tom has received the AAMS® (Accredited Asset Management SpecialistSM) and CRPCTM (Chartered Retirement Planning CounselorSM) designations from the College for Financial Planning, as well as the CERTIFIED FINANCIAL PLANNER® certification. Tom has received the Wells Fargo Advisors Platinum Council recognition since 2016*. He was recognized on the Forbes 2019–2025 Best-in-State Wealth Advisors lists** and as a team member on the Forbes 2023–2026 Best-in-State Wealth Management Teams lists***. He has also been recognized eleven times as a Five Star Professional Wealth Manager by Five Star Professional (2014, 2015, 2017-2025)****.
Prior to the financial services industry, Tom was a Sergeant in the US Army 3rd Armored Cavalry Regiment from 1994-1997, where he earned two army achievement medals and the national defense service ribbon. He joined the Minnesota National Guard in 1997 while attending the University of Minnesota-Carlson School of Management, where he received his BSB in Finance.
Tom served on the board of the Seattle Make-A-Wish foundation from 2012-2020. He has led YMCA Adventure Guides groups and coached football for the Bellevue Boys and Girls Club.
Tom has been married since 2004 to his wife, Jen, and they have two amazing boys, Zachary and Cooper. In his free time, Tom enjoys playing tennis, snowboarding, wakeboarding, cycling, and traveling.
*2024-2026 Wells Fargo Advisors Platinum Council
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
*2016-2023 Wells Fargo Advisors Platinum Council - New name as of 01/01/2023, previously Premier Advisor
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
**2025 Forbes Best-In-State Wealth Advisors
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2024 Forbes Best-In-State Wealth Advisors
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2023 Forbes Best-In-State Wealth Advisors
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2022 Forbes Best-In-State Wealth Advisors
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2021 Forbes Best-In-State Wealth Advisors
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2020 Forbes Best-In-State Wealth Advisors
2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2019 Forbes Best-In-State Wealth Advisors
2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
***2026 Forbes Best-in-State Wealth Management Teams
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
***2025 Forbes Best-in-State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
***2024 Forbes Best-in-State Wealth Management Teams
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
***2023 Forbes Best-in-State Wealth Management Teams
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**** The 2025 Five Star Wealth Manager award was issued on 02/01/2025 by Five Star Professional (FSP) for the time period 05/15/2024 through 11/29/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
****2024 Five Star Wealth Manager award issued on 01/01/2024 by Five Star Professional (FSP) for the time period 06/07/2023 through 11/30/2023. 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers.
****2023 Five Star Wealth Manager award issued on 01/01/2023 by Five Star Wealth Professional (FSP) for the time period 04/18/2022 through 10/21/2022. 2,994 Seattle-area wealth managers were considered for the award; 268 (9% of candidates) were named 2023 Five Star Wealth Managers.
****2022 Five Star Wealth Manager award issued on 01/01/2022 by Five Star Professional (FSP) for the time period 05/10/2021 through 11/30/2021. 2,938 Seattle-area wealth managers were considered for the award; 267 (9% of candidates) were named 2022 Five Star Wealth Managers.
****2021 Five Star Wealth Manager award issued on 01/01/2021 by Five Star Professional (FSP) for the time period 04/27/2020 through 10/30/202. 2,938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named 2021 Five Star Wealth Managers.
**** 2020 Five Star Wealth Manager award issued on 01/01/2020 by Five Star Professional (FSP) for the time period 04/01/2019 through 11/13/2019. 2,735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named 2020 Five Star Wealth Managers.
****2019 Five Star Wealth Manager award issued on 01/01/2019 by Five Star Professional (FSP) for the time period 04/23/2018 through 11/09/2018. 2,752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named 2019 Five Star Wealth Managers.
****2018 Five Star Wealth Manager award issued on 01/01/2018 by Five Star Professional (FSP) for the time period 04/25/2017 through 11/06/2017. 2,452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named 2018 Five Star Wealth Managers.
****2017 Five Star Wealth Manager award issued on 12/01/2016 by Five Star Professional (FSP) for the time period 03/26/2016 through 11/18/2016. 1,785 Seattle-area wealth managers were considered for the award; 436 (24% of candidates) were named 2018 Five Star Wealth Managers.
****2015 Five Star Wealth Manager award issued on 01/01/2015 by Five Star Professional (FSP) for the time period 05/12/2014 through 10/30/2014. 2,023 Seattle-area wealth managers were considered for the award; 530 (26% of candidates) were named 2015 Five Star Wealth Managers.
****2014 Five Star Wealth Manager award issued on 03/01/2014 by Five Star Professional (FSP) for the time period 05/12/2013 through 10/30/2013. 2,649 Seattle-area wealth managers were considered for the award; 424 (16% of candidates) were named 2015 Five Star Wealth Managers.
For additional information: Third Party Award Disclosures - Wells Fargo Advisors
CA Insurance License # 0G79661. Resident State CA
Managing Director - Investments
Senior PIM Portfolio Manager
https://www.linkedin.com/in/tom-faley-631139/
CFP, CRPC, AAMS
0G79661
Jason A. Eckerman, CRPC
Senior Financial Advisor
Managing Director - Investments
Jason A. Eckerman
, CRPC
As Managing Director - Investments with Crown Legacy Wealth Management Group of Wells Fargo Advisors, Jason takes a holistic approach to the unique financial situation facing each individual client. He utilizes more than a decade of financial services experience to better understand his clients' goals, and he works with them to develop a tailored plan to help them feel confident and empowered about working toward achieving those goals.
Jason believes in educating his clients and holding them accountable to their goals and; therefore, he focuses a lot of attention on helping ensure clients make smart financial decisions. Diligent research, thoughtful analysis, and a disciplined approach allow him to do this. By spending the time necessary to get to know his clients, Jason is in a position to truly be in their corner and help them make informed decisions.
Jason graduated from University of Washington with a Bachelor's degree in Economics, and holds a CRPCTM (Chartered Retirement Planning CounselorSM) designation from the College for Financial Planning. He has been recognized on the Wells Fargo Advisors Platinum Council since 2016*. He has been recognized as a Five Star Wealth Manager by Five Star Professional from 2017 to 2026.** Jason was also listed on the Forbes 2025 Best-in-State Wealth Advisors list"*** and as a team member for the Forbes Best-in-State Wealth Management Teams in 2023 – 2026****.
He lives with his wife, Amy; their son, Charlie; their dogs Murph and Moe, and their cat Max. When away from the office, Jason enjoys spending time with his family and friends exploring and adventuring in the outdoors.
CA Insurance License #0G75712. Resident State MT
*2024-2026 Wells Fargo Advisors Platinum Council
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
*2016-2023 Wells Fargo Advisors Platinum Council - New name as of 01/01/2023, previously Premier Advisor
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
**The 2026 Five Star Wealth Manager award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 11/04/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3468 Seattle-area wealth managers were considered for the award; 214 (6 % of candidates) were named 2026 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
**2025 Five Star Wealth Manager award issued on 01/01/2025 by Five Star Professional (FSP) for the time period 06/15/2024 through 11/29/2024. 3,439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers.
**2024 Five Star Wealth Manager award issued on 01/01/2024 by Five Star Professional (FSP) for the time period 06/07/2023 through 11/30/2023. 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers.
**2023 Five Star Wealth Manager award issued on 01/01/2023 by Five Star Wealth Professional (FSP) for the time period 04/18/2022 through 10/21/2022. 2,994 Seattle-area wealth managers were considered for the award; 268 (9% of candidates) were named 2023 Five Star Wealth Managers.
**2022 Five Star Wealth Manager award issued on 01/01/2022 by Five Star Professional (FSP) for the time period 05/10/2021 through 11/30/2021. 2,938 Seattle-area wealth managers were considered for the award; 267 (9% of candidates) were named 2022 Five Star Wealth Managers.
**2021 Five Star Wealth Manager award issued on 01/01/2021 by Five Star Professional (FSP) for the time period 04/27/2020 through 10/30/202. 2,938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named 2021 Five Star Wealth Managers.
**2020 Five Star Wealth Manager award issued on 01/01/2020 by Five Star Professional (FSP) for the time period 04/01/2019 through 11/13/2019. 2,735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named 2020 Five Star Wealth Managers.
**2019 Five Star Wealth Manager award issued on 01/01/2019 by Five Star Professional (FSP) for the time period 04/23/2018 through 11/09/2018. 2,752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named 2019 Five Star Wealth Managers.
**2018 Five Star Wealth Manager award issued on 01/01/2018 by Five Star Professional (FSP) for the time period 04/25/2017 through 11/06/2017. 2,452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named 2018 Five Star Wealth Managers.
**2017 Five Star Wealth Manager award issued on 12/01/2016 by Five Star Professional (FSP) for the time period 03/26/2016 through 11/18/2016. 1,785 Seattle-area wealth managers were considered for the award; 436 (24% of candidates) were named 2017 Five Star Wealth Managers.
*** 2025 Forbes Best-In-State Wealth Advisors
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
****2026 Forbes Best-in-State Wealth Management Teams
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
****2025 Forbes Best-in-State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
****2024 Forbes Best-in-State Wealth Management Teams
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
****2023 Forbes Best-in-State Wealth Management Teams
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
For additional information: Third Party Award Disclosures - Wells Fargo Advisors
CA Insurance License #0G75712. Resident State MT
Jason believes in educating his clients and holding them accountable to their goals and; therefore, he focuses a lot of attention on helping ensure clients make smart financial decisions. Diligent research, thoughtful analysis, and a disciplined approach allow him to do this. By spending the time necessary to get to know his clients, Jason is in a position to truly be in their corner and help them make informed decisions.
Jason graduated from University of Washington with a Bachelor's degree in Economics, and holds a CRPCTM (Chartered Retirement Planning CounselorSM) designation from the College for Financial Planning. He has been recognized on the Wells Fargo Advisors Platinum Council since 2016*. He has been recognized as a Five Star Wealth Manager by Five Star Professional from 2017 to 2026.** Jason was also listed on the Forbes 2025 Best-in-State Wealth Advisors list"*** and as a team member for the Forbes Best-in-State Wealth Management Teams in 2023 – 2026****.
He lives with his wife, Amy; their son, Charlie; their dogs Murph and Moe, and their cat Max. When away from the office, Jason enjoys spending time with his family and friends exploring and adventuring in the outdoors.
CA Insurance License #0G75712. Resident State MT
*2024-2026 Wells Fargo Advisors Platinum Council
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
*2016-2023 Wells Fargo Advisors Platinum Council - New name as of 01/01/2023, previously Premier Advisor
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
**The 2026 Five Star Wealth Manager award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 11/04/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3468 Seattle-area wealth managers were considered for the award; 214 (6 % of candidates) were named 2026 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
**2025 Five Star Wealth Manager award issued on 01/01/2025 by Five Star Professional (FSP) for the time period 06/15/2024 through 11/29/2024. 3,439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers.
**2024 Five Star Wealth Manager award issued on 01/01/2024 by Five Star Professional (FSP) for the time period 06/07/2023 through 11/30/2023. 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers.
**2023 Five Star Wealth Manager award issued on 01/01/2023 by Five Star Wealth Professional (FSP) for the time period 04/18/2022 through 10/21/2022. 2,994 Seattle-area wealth managers were considered for the award; 268 (9% of candidates) were named 2023 Five Star Wealth Managers.
**2022 Five Star Wealth Manager award issued on 01/01/2022 by Five Star Professional (FSP) for the time period 05/10/2021 through 11/30/2021. 2,938 Seattle-area wealth managers were considered for the award; 267 (9% of candidates) were named 2022 Five Star Wealth Managers.
**2021 Five Star Wealth Manager award issued on 01/01/2021 by Five Star Professional (FSP) for the time period 04/27/2020 through 10/30/202. 2,938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named 2021 Five Star Wealth Managers.
**2020 Five Star Wealth Manager award issued on 01/01/2020 by Five Star Professional (FSP) for the time period 04/01/2019 through 11/13/2019. 2,735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named 2020 Five Star Wealth Managers.
**2019 Five Star Wealth Manager award issued on 01/01/2019 by Five Star Professional (FSP) for the time period 04/23/2018 through 11/09/2018. 2,752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named 2019 Five Star Wealth Managers.
**2018 Five Star Wealth Manager award issued on 01/01/2018 by Five Star Professional (FSP) for the time period 04/25/2017 through 11/06/2017. 2,452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named 2018 Five Star Wealth Managers.
**2017 Five Star Wealth Manager award issued on 12/01/2016 by Five Star Professional (FSP) for the time period 03/26/2016 through 11/18/2016. 1,785 Seattle-area wealth managers were considered for the award; 436 (24% of candidates) were named 2017 Five Star Wealth Managers.
*** 2025 Forbes Best-In-State Wealth Advisors
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
****2026 Forbes Best-in-State Wealth Management Teams
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
****2025 Forbes Best-in-State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
****2024 Forbes Best-in-State Wealth Management Teams
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
****2023 Forbes Best-in-State Wealth Management Teams
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
For additional information: Third Party Award Disclosures - Wells Fargo Advisors
CA Insurance License #0G75712. Resident State MT
Senior Financial Advisor
Managing Director - Investments
CRPC
0G75712
Jeni Gonzales
Assistant Vice President
Senior Registered Client Associate
Jeni Gonzales
As Assistant Vice President—Senior Registered Client Associate for the Crown Legacy Wealth Management Group of Wells Fargo Advisors, Jeni handles all the operations behind the scenes. This includes managing the staff, acting as liaison with our internal associates, and working with our home office to problem solve on any client issues. She oversees the advisors' calendars, completes a thorough review of each client’s situation prior to a meeting, and works to ensure all things that are discussed during the meetings get implemented.
Jeni has accumulated more than 24 years’ experience in the industry, having worked at American Express Financial Advisors and Ameriprise Financial. Jeni holds the FINRA Series 7 and 66 Securities Registrations. In 2025, Jeni was recognized as a Wells Fargo Advisors Platinum Client Associate*.
Jeni has lived in the Seattle area since 2003 and has been working with Tom Faley since 2004. Jeni especially loves the local music scene, and on any given week, she is probably headed to a show or a festival. Jeni lives with her three gray cats only a few blocks from the office and likes the flexibility of walking to work on nice days.
*The Wells Fargo Advisors' Platinum Client Associate recognition held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Jeni has accumulated more than 24 years’ experience in the industry, having worked at American Express Financial Advisors and Ameriprise Financial. Jeni holds the FINRA Series 7 and 66 Securities Registrations. In 2025, Jeni was recognized as a Wells Fargo Advisors Platinum Client Associate*.
Jeni has lived in the Seattle area since 2003 and has been working with Tom Faley since 2004. Jeni especially loves the local music scene, and on any given week, she is probably headed to a show or a festival. Jeni lives with her three gray cats only a few blocks from the office and likes the flexibility of walking to work on nice days.
*The Wells Fargo Advisors' Platinum Client Associate recognition held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Assistant Vice President
Senior Registered Client Associate
Ali Boop-Nilsen
Assistant Vice President
Senior Registered Client Associate
Ali Boop-Nilsen
Ali has been with the Crown Legacy Wealth Management Group of Wells Fargo Advisors since 2017 and brings with her nearly 23 years of experience in the financial services industry. During her time in the industry, Ali has worked for Morgan Stanley (where she worked for more than a decade), and Conover Capital Management. Ali holds the FINRA Series 7 and 66 Securities Registrations, as well as her Life and Disability insurance licenses. In 2025, Ali was recognized as a Wells Fargo Advisors Platinum Client Associate*.
As an Assistant Vice President—Senior Registered Client Associate, Ali is passionate about helping others, solving problems, and building trust and long-lasting relationships. She enjoys the fast-paced environment afforded by her position, along with not knowing what each day will bring. She appreciates that there is always something new to learn, and that the industry has endless possibility for growth.
Ali lives in Edmonds with her husband, Drew, and their four cats. She and Drew love traveling, especially to Kauai, Playa del Carmen, Florida, and back home to Kansas. Ali is a huge sports enthusiast, and can often be seen cheering on Kansas University, the Kansas City Chiefs and Royals, and the Seattle Seahawks and Mariners. When she's not traveling or rooting on her favorite teams, she also enjoys going to concerts in and around Seattle.
*The Wells Fargo Advisors' Platinum Client Associate recognition held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
CA Insurance License #4001431. Resident State WA
Assistant Vice President
Senior Registered Client Associate
4001431
Sean Price
Assistant Vice President
Senior Registered Client Associate
Sean Price
Sean joined the Crown Legacy Wealth Management Group of Wells Fargo Advisors in 2017 and has been in the financial services industry since 2016 when he started his career with Ameriprise Financial. Sean holds his FINRA Series 7 and Series 66 Securities Registration, as well as his Life and Disability Insurance License. In 2025, Sean was recognized as a Wells Fargo Advisors Platinum Client Associate*.
As an Assistant Vice President—Senior Registered Client Associate, Sean enjoys problem solving, teamwork, thinking creatively, and building lifelong relationships. He enjoys the dynamic environment that this position offers, along with the opportunity to learn something new every day. Sean enjoys that every day is completely different than the last and that this industry provides endless opportunities of growth.
Sean lives in Kent with his wife, Holly, and his Australian Shepard, Jayda. He really enjoys capitalizing on any opportunity to get outside to hike, snowboard, or go for a run. Sean is huge soccer fan as he grew up playing soccer his whole life. You can often find him playing soccer throughout the Seattle area. When he’s not outside playing soccer or at the mountain, he also enjoys traveling to new places.
*The Wells Fargo Advisors' Platinum Client Associate recognition held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
CA Insurance License #4081876. Resident State WA
Assistant Vice President
Senior Registered Client Associate
4081876