As the Senior Managing Director for the Western Division, Dave serves California, Hawaii, Washington, Oregon, Las Vegas, Alaska, and Arizona for Wells Fargo Wealth & Investment Management. With over 31 years in the financial services industry, 29 of which were at Wells Fargo Advisors and predecessor firms, Dave's guiding principle is to support and help deepen relationships between our financial advisors and the families and corporations they serve. He represents senior leadership in the Latino Segment, championing Diversity, Equity, and Inclusion.

Our financial advisors have the ability to advise on all wealth accumulation, protection, and distribution issues. Our primary goal as a divisional team is to facilitate relationships to ensure every client has a deep, comprehensive review and actionable objectives and goals based on their individual needs. Wells Fargo Wealth & Investment Management proudly possesses all the solutions that may arise over a client's life.

Dave finds it paramount to spend quality time with his wife, Nicole, and his two college-aged daughters, Alexis and Sophia. Enjoying world-wide surf and golf excursions provides him opportunities to see, meet, and be active with people all over the globe. He spends time in the community enhancing youth volleyball programs, pet rescue, and clean ocean initiatives and organizations.

Alongside his amazing divisional team, Dave could not be more proud to serve advisors, clients, and team members of Wells Fargo Wealth & Investment Management in the Western Division.

Matt is the Western Division Recruiting Director for Advisor Recruiting. In this role, Matt leads the team providing guidance on transitioning business to Wells Fargo Wealth and Investment Management to a select group of experienced financial advisors and wealth management teams. His mission is to help Financial Advisors create a smooth process for clients and successfully transition their business.

Leveraging over a decade of experience at Wells Fargo Advisors, Matt works closely with financial advisors and wealth management teams to develop strategies that leverage Wells Fargo Advisors to meet the goals of their clients and business. The bottom line for every financial advisor relationship is to work collaboratively to instill a sense of an advisor at the center of an industry-leading client experience, choice regarding the business model aligned to your goals, and the opportunities to grow existing and new client relationships.

Prior to his current role, Matt was the Divisional Productivity Manager for the Midwest and Northern Divisions at Wells Fargo Advisors. Matt and his team of Productivity Consultants supported Field Leaders and Financial Advisors around investment management, practice management, planning, and advice.

Matt holds an M.B.A. from Washington University in St. Louis and a Bachelor of Science degree in economics from the University of Missouri – St. Louis. Matt holds the Series 7, 9, 10, and 66 registrations.

Matt and his wife, Katie, live in Orange County, CA with their two children.

With over 16 years in the financial services industry, Gunjan’s primary objective has always been to equip financial advisors with tools and strategies to enhance their practice. She is deeply committed to delivering unparalleled service and ensuring innovative solutions are tailored to the unique needs of wealth management clients.

In her preceding role as Assistant Market Leader for the Valley Market in Los Angeles, Gunjan had the privilege of co-leading a dynamic team of financial advisors across 19 diverse markets. This spanned the region from Pasadena and Woodland Hills to Hawaii, encompassing FiNet, Wells Fargo Wealth & Investment Management, and Wells Fargo retail branches. Under their leadership, their market effectively managed assets exceeding $60 billion.

Transitioning to her current position as a Market Recruiting Manager, Gunjan’s core responsibilities include collaborating with market leaders to help them identify and secure top-tier advisors in their markets. She has broad experience in recruiting professionals from diverse firms with various business models. Over the last six years, in partnership with Steve Townsend, she helped successfully onboard over 60 professionals who are thriving at Wells Fargo Advisors.

At Wells Fargo Advisors, we recognize the expansive potential our multi-channel business model offers advisors. We are steadfast in our goals:

• Addressing complex client challenges
• Enhancing client service benchmarks by facilitating direct engagements with local strategic partners and experts
• Offering strategic guidance on partnership opportunities, succession planning, and the journey toward independence

If you are searching for an institution that emphasizes your business development, advancing your team, and superior client services, let’s connect to discuss opportunities at Wells Fargo Advisors.

David prides himself on building long-term personal relationships with individual financial advisors, CFPs, and other wealth management professionals to provide personalized career and practice transition guidance and counsel.

David has 27 years of experience in financial services sales, management, and recruiting. He spent nine years as a Financial Advisor Recruiter in partnership with Willis Consulting in Scottsdale, Arizona. Prior to that, David enjoyed an 18-year career as a leader and Regional Executive in the financial services, banking, and mortgage industry with HSBC and Accredited. Given his depth of experience, he understands the complexities of the financial markets as well as the special relationship financial advisors work hard to build with their clients. David attended Weber State University and is a graduate of the AFSA Executive Leadership Program at UNC’s Kenan-Flagler School of Business in Chapel Hill, NC.

David and his family enjoy calling the Phoenix area home. When he’s not at work, he’s busy with his children who are very involved in school, outdoor activities, and sports.

Jim began his career in the financial services industry right out of college with Prudential-Bache Securities in New York. He has spent the majority of his career with Wells Fargo Advisors and their legacy companies. His experience is varied as he has held roles in multiple parts of the organization, from the home office, to field, to regions, as well as worked in different parts of the country. As one of the Business Managers for the Western Division, these different perspectives help him serve as an effective partner and advocate for Financial Advisors, Branch Managers, and support staff.

Originally from New York, Jim’s career has taken him coast to coast four times. He currently resides in El Dorado Hills, California, with his wife, Shelle, and their two teenage sons, Charlie and Joe. Outside the office, Jim enjoys spending his free time with his family, gardening in the backyard, going out to wine country, and occasionally taking his classic car out for a spin.

An experienced manager with 30 years of financial industry experience, Patrick began his career in New York City as a stockbroker after attending Montclair State in New Jersey. He later joined Waterhouse Securities, an upstart discount broker in the 1990s known today as TD Ameritrade, holding several roles that included local leadership in branch management and leading their overnight call center in Jersey City.

Patrick joined our predecessor, Wachovia Securities, in 2007 and built a reputation for partnership, problem solving, and productivity in both the complex and market operations manager positions. Patrick began his current Divisional Support Leader role in 2017 and moved to Minneapolis to be a part of the legacy Northern regional team, followed by taking on today’s Western Divisional role.

Patrick enjoys traveling to visit many friends and family across the U.S. He is an avid sports fan, rooting for the New York Jets to one day return to the Super Bowl, and enjoys participating in anything competitive. He currently lives in West Bloomington, Minnesota, with his dog, Hudson.

Combine a sharp acumen for data and analytics with a real passion for brand building, prospecting, and marketing strategy, and you have just described Christopher Busch. An experienced marketing executive leader for over 24 years, Chris’s proven ability to create and implement marketing support models for underserved financial institutions paired with revenue generating cross-selling campaigns has earned him praise from peers and industry stalwarts.

Chris is the Executive Director, Divisional Marketing Manager for Wells Fargo’s Wealth & Investment Management Western division. Chris is responsible for creating and accelerating the firm's brand recognition, marketing, and recruiting strategy in support of the more than 2,500 financial advisors across nine Western divisional markets from San Francisco, California, to Scottsdale, Arizona.

Before joining Wells Fargo, Chris spent 17 years at U.S. Bank, the fifth-largest financial institution in the country, most recently as the Senior Vice President of Marketing for the Bank’s Commercial Banking division. There he was accountable for the division's marketing strategy, prospecting, and product cross-selling initiatives on behalf of 34 locations across the Bank’s domestic footprint. Under his leadership, Chris built and implemented multiple cross-selling campaigns recognized for delivering strong brand paired with relevant industry trend messaging which resulted in more than $60MM of net new revenue for the Bank between 2021 and 2023.

Hard work, resilience, and creativity have always been a part of Chris’s DNA. Growing up in the small suburb of Apple Valley, Minnesota, he learned about the value of hard work and honesty from his middle-class parents – his mother, a schoolteacher, and father, a manager of government accounting. He attended flight school and majored in marketing and communications at the University of North Dakota, Grand Forks, where he later graduated with a BA in communications.

Outside of the office, Chris is a proud father of two teenage daughters; his hobbies include weightlifting, riding his Harley Davidson Street Glide, hiking, and boating. Chris and his family reside in San Diego, California.

A key member of the Western division team since December 2019, Reagan Miller facilitates regular calls and events for the division, in addition to assisting with recruiting efforts and organizing division initiatives such as the Division Virtual Due Diligence, Wells Fargo Advisors' Top Women's Zoom Meeting, and others. She also works directly with Dave Altshuler, Division President, and assists the division with its many marketing efforts.

Prior to joining Wells Fargo Advisors, Reagan was a Project Coordinator with Phoenix Investment Funds. She graduated with a Bachelor of Science in kinesiology from Chapman University, where she also served as a Student Advisor Assistant and guided her peers on course selection.

In her free time, Reagan enjoys spending time with her family and friends, fitness classes (cycling and Pilates), cooking, going to the beach, and traveling to new places. She also strives to give back to her community through various causes, including The Hunger Project, Head-Start, and Leaps and Bounds Pediatric Physical Therapy.