As a PIM Portfolio Manager*, Kelly is active with the group in portfolio design, risk mitigation, asset selection, and investment planning.  He also assists the group with operational management, business strategy, and works with the partners in developing thorough and consistent processes.

Kelly brought his highly successful practice to Wells Fargo Advisors in 2020, specifically to work with Glenn Plemmons and Susie Cook.  With over 20 years of experience in the financial services industry, Kelly has helped numerous people navigate many different market environments.

Kelly has a passion for working closely with clients to assist them in realizing their financial goals and objectives.  Throughout his career, he’s had the honor of serving several generations of families, a responsibility that he cherishes.  Kelly believes that effective communication and regular contact with clients are crucial to his ongoing commitment to providing high-impact advice. 

Kelly was born and raised in Corvallis and maintains strong community ties.  Kelly is a member of the "Rotary Club of Corvallis After 5" where he served as Board President from 2019-2020, and is very involved in the club's annual fundraiser, the Corvallis Half Marathon.  He currently serves as Secretary for the Good Samaritan Regional Medical Center Board of Directors.  Kelly’s longtime love of history led him to join the board of the Benton County Historical Society, where he currently holds the position of Vice President.  A lifetime golfer, Kelly has had the privilege of being the head coach for the Crescent Valley High School (CVHS) boy’s golf team since 2013.  Since he took over duties at CVHS, the team has won a state championship and posted six top-ten finishes.  

Kelly currently holds a Bachelor’s Degree in Business Administration from Oregon State University.  He lives in Corvallis, OR with his wife Jennifer and two whippets named Lola and Giada.  He enjoys golf, running, hiking, and most outdoor activities that Oregon has to offer.  Kelly and Jennifer love to travel and explore the world.

Brady came to the Plemmons Gallagher Cook Wealth Management Group of Wells Fargo Advisors, in 2015.  He has 2 decades of experience in financial services, as well as tenure in corporate finance and the world of start-up companies. 

Being a steward for our clients’ finances is a responsibility he takes very seriously and a calling that he relishes.  As such, Brady strives to continuously improve his skills. This led him to attain the Chartered Financial Analyst^® (CFA^®) designation, a globally recognized program that attests to the charter holder’s success in rigorous and comprehensive study in the fields of investment management and research analysis.  He is also a CERTIFIED FINANCIAL PLANNING™ Practitioner, a highly regarded designation that requires diligent study, years of education and experience, and adherence to the highest of ethical standards. Brady absolutely loves everything about what he does, particularly hearing the life stories of our amazing and dynamic clients.  He considers it an honor and privilege to help them work to achieve their goals and objectives.

Brady has been a resident of the Willamette Valley for over 20 years and truly enjoys living here.  He and his wife Diana love this beautiful place they call home and feel a deep responsibility to help maintain its health and livability.  Brady is active in several community service projects through participation in the Rotary Club of Greater Corvallis where he is a Paul Harris Fellow.

Brady holds an undergraduate degree from Linfield University and a MBA in Wealth Management from Oregon State University.  He and Diana have a busy and lively life with their two sons.  They enjoy hiking, biking, and general outdoor exploration in the Pacific Northwest.  Brady also likes reading, playing music, and learning about the natural world.

 

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP^® Board's initial and ongoing certification requirements.

As Managing Director-Investments, Susie’s main focus is comprehensive planning.  Her particular passion is developing and implementing detailed retirement strategies for her clients.

Susie started with the Plemmons Gallagher Cook Wealth Management Group of Wells Fargo Advisors since its founding in 1999. Prior to joining Wells Fargo Advisors, she worked as a financial advisor for Smith Barney where she met Advisor James Schupp, now retired, and Glenn Plemmons, Managing Director-Investments.  With 23 years of experience in the financial industry, Susie is able to truly understand clients’ needs and deliver service that is highly personal, responsive, and effective.  Her central principle is to cultivate an environment of integrity and open dialogue, a process that is crucial in comprehending her clients’ values and helping them pursue their financial goals.

An important aspect of investing is education, both for herself and that of her clients.  Susie currently holds a Bachelor of Science in Business Management from Linfield College. She strives for ongoing professional development, a trait that has led her to achieve her CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor^® designation.  She was honored to be selected as a Forbes Top Women Wealth Advisors Best-In-State 2022, 2023 & 2024*. Learn More

Susie and her family have been a part of the Corvallis community for over 25 years.  She and her husband Bob raised their two children in Corvallis, where both graduated from Oregon State University. Susie enjoys working with women and empowering them through financial awareness and education. Susie has been recognized as a Wells Fargo Advisors Platinum Council advisor each year from 2019-2024*, has attended several National Women’s Summit programs, and is a member of the Wells Fargo Women’s Connection Network. In her free time, she enjoys being with her family, working out, and traveling.

*The Forbes Top Women Wealth Advisors Best in State 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 This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors 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.

Cullen joined the team in 2022 and has a background in banking and finance.  With over half a decade at the firm he brings some valuable institutional knowledge.  Cullen is the first point of contact when clients call or come into the office.  He takes pride in providing best-in-class service to each of our clients and making sure their needs are taken care of.  As a Client Associate, Cullen works closely with the team to assist in all aspects of office operations, administrative items, documentation and information processing.   

Cullen holds a Bachelor of Arts in Business Administration from Evergreen State College in Olympia, Washington.  He was born and raised in Portland, Oregon, and when not working enjoys financial and physical fitness, strategy games, and time with friends and family.

As Senior Client Associate, Amy assists in all aspects of office operations, administrative items, documentation, and information processing.

Amy has worked in the financial industry for 10 years and grew up in Albany where she still resides.  Clients are greeted with her warm smile when entering our office and friendly voice when calling.  Her enthusiastic client service is appreciated by all.  Her passion for client service is infectious and it permeates all aspects of the practice. Amy strives to be the reason clients enter a welcoming family atmosphere at Gallagher Finkenaur Cook Wealth Management Group of Wells Fargo Advisors.

Amy believes in client advocacy and works diligently to find solutions to any and all problems clients may face.  She believes in the highest level of customer service for all our clients. 

Amy and her husband John have four children between them, Zachary, Madison, Sidney and Mclain. They enjoy their grandchildren and feel lucky to have them all live close. When not working they enjoy their dog Sloane, traveling to Hawaii and spending time with the family. Amy and John also enjoy attending sporting events and visiting the Bend area as often as they can.