Meet the Team

Patrick Rowland, Branch Manager, MBA, CFP®, AAMS®, has been with Wells Fargo Advisors from 2005 - 2024 and Wells Fargo Advisors Financial Network 2024 to present. Patrick utilizes his education and experience to find creative solutions for improving the financial outlook for clients. Patrick has been named a Platinum Council Manager* (2017) and a Platinum Council advisor** (2015- 2017, 2019-2024). He obtained his MBA from Missouri State University and has enjoyed working in the financial service industry ever since, especially developing relationships and helping clients meet their goals.

Patrick and his wife, Megan, have four children and live in Stover. They are active in the community through involvement with various organizations, and their kids keep them busy with sports and other clubs. Patrick enjoys spending time with family and friends, fishing, and golfing.

*The 2017 Platinum Council Manager  (previously Premier Manager) is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.

**The Platinum Council distriction is helf 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 consdieration may have included best practices and team structure.

CA Insurance Producer License Number 4064592.  Resident State MO.

Jacob Sullivan, Financial Advisor, CFP®, joined Wells Fargo Advisors in 2011 and has been in the financial services industry since 2008.  Jacob enjoys meeting new people, hearing their stories, and figuring out how he can help them meet their financial goals.  Jacob was recognized in 2018, 2019, 2022, 2023, and 2024 as Top Next-Gen Wealth Advisor by Forbes***.  He obtained a degree from Nicholls State University in Louisiana where he also played baseball.  He currently serves on the CADV (citizens Against Domestic Violence) board and stays active coaching youth baseball, football, and basketball.

 

Jacob and his wife, Beth, have three children and live in Lake Ozark.  He is originally from Iowa and made frequent trips to the area with his family when he was growing up.  His love of the lake convinced him to relocate in 2008.  Jacob enjoys all the lake area has to offer, whether it is golfing, boating, or spending time with family and friends.

 

***2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024: Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 03/21/24 (Source: Forbes.com).   2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/22 – 3/31/23 (source: Forbes.com).  2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/21 – 3/31/22 (source: Forbes.com).  2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/18 – 3/31/19 (source: Forbes.com).  2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018.  Data compiled by SHOOK Research, LLC based on the time period from 3/31/17 – 3/31/18 (source: Forbes.com).  The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen 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.  The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Mary Downey, Financial Advisor, joined Wells Fargo Advisors Financial Network in 1999 and has been in the industry since 1980. Mary is dedicated to helping people meet their financial needs and long-term goals. Her philosophy is to provide clients with the highest level of service and technical knowledge in the management and preservation of their wealth. Mary’s passion is to make a difference in the lives of the people she serves and build lifelong generational relationships. Mary has been named a Wells Fargo Advisors Platinum Council Advisor **(2016, 2017, 2018, 2019, 2020, 2021, 2022,2023).

Mary and her husband, Aaron have two children and four granddaughters. Mary enjoys spending time with family, friends, boating, walking and being outside.

**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA Insurance Producer License Number 0I82609.  Resident State IL.

Jesse Dale, MBA, CFP®, Financial Advisor, joined Wells Fargo Advisors Financial Network in 2016. Jesse began his career in the financial industry in 2010 as a Bank Examiner for the FDIC in Springfield, IL and St. Louis, MO and later, as a Supervisor within the Statistical Services Department of the Federal Reserve Bank of Kansas City. He enjoys economics and finance and earned his MBA from the University of Central Missouri, where he also taught a graduate level course on financial analysis and accounting.

Jesse and his wife, Katy, live in Stover with their son, Jonah. They enjoy traveling together, spending time outside, helping in the family vineyard, and going for walks. Katy is originally from Kentucky, and they met while both working for the FDIC. Jesse has a passion for community involvement and enjoys traveling, fishing, and spending time with family and friends.

CA Insurance Producer License Number 4069206. Resident State MO.

Lauren Kane, Financial Advisor, MBA, has been with Wells Fargo Advisors Financial Network since 2016. Lauren enjoys meeting with people and learning more about what drives them personally and financially—then piecing every aspect together to create a solution to help them meet their financial goals. She grew up on a family farm just outside of Macomb, attended Macomb High School, and obtained her MBA from Western Illinois University.

Lauren, her husband, Jackson, and their son love to support Macomb High School and WIU athletics and other community sponsored events. They also enjoy spending time with their family and friends, traveling, golfing, and watching football on Sundays. Lauren is active in the Macomb Centennial Morning Rotary Club and has served as Past President. She also serves as a Macomb Area Chamber of Commerce Ambassador.

CA Insurance Producer License Number 4302683.  Resident State IL.

Ashely Black, Financial Advisor, joined Wells Fargo Advisors Financial Network in late 2018. Ashley has a professional background as a National Account Manager for CPG Companies in the Northwest Arkansas area for the past 18 years. Ashley leverages her strategic planning and collaborative approach from her previous roles in an attempt to bring the best service and well thought out solutions to clients.

Ashley and her husband, Bill, both grew up in Missouri and moved back in 2018 to be closer to their extended family.  They have four children and live in Stover. They stay busy with children’s sports activities, volunteering in the community, projects around their home, and most of all, enjoy spending time with their extended family and friends.

Pam Shubert, Client Associate, joined Wells Fargo Advisors Financial Network in April 2013 after 26 years in the property management industry. She served as Vice President of Property Management for Dominium Management before retiring to the lake. Pam earned a bachelor’s degree in business administration from Culver-Stockton College where she was a member of the Lady Wildcats basketball team. She and her husband, Randy, are from Northeast Missouri and have one son, Caleb.  They moved to the lake full-time in June 2012. Randy and Pam enjoy cooking and gardening together, traveling and spending time with family and friends.

BJ Davis, Client Associate, joined Wells Fargo Advisors Financial Network in May of 2019. She worked in the healthcare field as an administrative assistant for 10 years. BJ is originally from Stover and now lives in Gravois Mills and lives with her significant other and 2 children. She enjoys reading, traveling, and spending time with family and friends. As a lifelong resident of this area, she loves boating and being on the lake as much as possible.

Kassie B Wollbrink, Client Associate, joined Wells Fargo Advisors Financial Network in January of 2021 after spending over 15 years in the financial industry. During that time, she specialized in client relationships. Kassie has lived in Monmouth, Illinois her whole life and enjoys living in a small town. She is married to Chris, together they have three boys and recently their first grandchild. She along with her husband, have a passion to support Jamieson Community Center and love to travel internationally. They frequently go on outdoor adventures with all of the kids.