Sandy Katz is a Managing Director - Investments at Wells Fargo Advisors. Sandy joined Wells Fargo Advisors in 2015, having worked previously at Credit Suisse, Goldman Sachs and UBS for over twenty five years. His team advises high net-worth clients on wealth planning and asset management strategies. Sandy has been featured in Barron’s Magazine as a 2008 Top 100 Financial Advisor*, both in California and Nationally.
Sandy is an alumnus of Syracuse University and also holds a Master of Business Administration from Cornell University.
*The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
Niles Dillard holds a degree in Accounting from Prairie View A&M University and is the founder and Executive Producer of Superior Video Productions, Inc. a recognized leader in producing visual media solutions for corporate, commercial and event productions. With over 15 years experience, his award winning company has produced videos for the NFL SuperBowl XXXVIII and was the first production company hired by NCAA to produce promotional films for community and fan events during the Men’s Final Four games. Niles is an avid youth development volunteer promoting entrepreneurship and business.
Mr. Herbert holds Juris Doctor and Accounting degrees from the University of Texas and the University of Houston respectively. He was admitted to the State Bar of Texas in 1994. Prior to beginning his legal career he held senior accounting and internal audit positions for Star Enterprise and Ernst & Young. Mr. Herbert is currently a partner with Jones Herbert Campbell & Marsaw LLP and previously held positions with Phillips & Reiter, PLLC, Gulf States Toyota, Hewlett-Packard/Compaq Computer, Weil, Gotshal & Manges LLP and Locke Liddell & Sapp LLP. In addition he co-founded Give Something Back a company designed to instill business skills in youth.