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Our People

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“I enjoy interacting with our clients every day. I want them to feel comfortable and confident in the job I do and the service I provide.”
- Tricia Mustico, Senior Client Associate
Wesley B. Kaufman

Wesley B. Kaufman

Director, Certified Financial Planner ™
Founding partner of Heartwood Wealth Advisors

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 Stephen T. Clarke

Stephen T. Clarke

Director, Certified Investment Management Analyst ™
Founding partner of Heartwood Wealth Advisors

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 E. Sidney Martin

E. Sidney Martin

Director, Founding partner of Heartwood Wealth Advisors

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 Anita Bost

Anita Bost

Vice President, Certified Financial Planner ™

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 Pat Yancey

Pat Yancey

Senior Client Associate

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 Tricia H. Mustico

Tricia H. Mustico

Senior Client Associate

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 Liz Dedman

Liz Dedman

Client Associate

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 Benjamin Gurley

Benjamin Gurley

Vice President

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 Douglas Dorsey

Douglas Dorsey

Executive Vice President

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This information is intended for use only by residents of AZ, CA, CT, DE, FL, GA, KY, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WV. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than VA, FL, ME, NC, OR, WV.


Investment and insurance products:
NOT insured by the FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and brokerage and advisory services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS. Heartwood Wealth Advisors is a separate entity from WFAFN. A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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