Queen Creek, AZ Office

Lucas Widoff is a Certified Financial Planner® with 13 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2025 and previously held positions at Wells Fargo Clearing and Morgan Stanley Private Bank. Based in Queen Creek, AZ, he holds the CFP® and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with recommendations delivered through meetings and written summaries.

Troy Holtey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 10 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Clearing. Holtey is the majority owner of Holtey Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with options for implementation through brokerage or advisory programs.