Plano, TX Tennyson Plwy Office

Melinda Lapert is a financial advisor with Wells Fargo Advisors in Plano, TX, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations across various financial needs.

Jason Hoofnagle is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2022, he worked within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. Outside of his advisory role, he owns several car wash businesses in Texas and Oklahoma. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm combines advisory services with multiple financial product offerings through an extensive network of advisors.

Christopher Offner is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior positions include roles at Edward Jones and Hartford Funds Distributors, LLC. Outside of his advisory work, he has ownership interests in several investment-related businesses including Willow Bend Wealth Management, LLC and Offner GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Thomas Hargrove is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he is involved in several investment-related ventures, including partnerships and capital vehicles. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, wealth transfer, and specialized services such as business-owner transition and sports and entertainment planning.