Since 2007, Rachel has held various roles with Wells Fargo Advisors. Those roles have been both administrative and advice driven. She’s helped individuals and families develop financial and investment strategies that align with their needs, goals, and risk tolerance.
Rachel grew up in the mid-west and currently resides in West Des Moines. She continues to follow Division I volleyball even though her competitive volleyball days are over.

Luke grew up in West Des Moines, Iowa and attended The University of Iowa. Shortly after college graduation in 2019, Luke started his career with Wells Fargo and Company. The community and opportunities that Des Moines has to offer drew Luke right back. Luke enjoys being outdoors, including golfing, fishing, running or riding his mountain bike. Luke is also an avid sports fan and enjoys rooting for the Minnesota Vikings and Iowa Hawkeyes.

Laurene R. Boock joined Wells Fargo Bank in 2011 as a senior vice president and senior fiduciary advisory specialist. Laurene works with high net-worth individuals and families to help them develop and integrate fiduciary and investment knowledge into each client’s custom wealth plan. Prior to joining Wells Fargo Bank, Laurene worked at JP Morgan as a wealth advisor. Laurene has over 30 years of experience in wealth management

Sherri A. Finney is a senior wealth management banker with Wells Fargo Bank within the Wealth & Investment Management division located in Des Moines, Iowa with more than 33 years of experience in financial services. As a wealth management banker, Sherri delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, she starts by understanding our client’s unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.
Prior to joining Wells Fargo, Ms. Finney worked at Bankers Trust
Company for 10 years, where she was a private banker.
Ms. Finney earned a Bachelor of Science in Business Administration
and Economics from Dana College in Blair, Nebraska.
She and her husband, have lived in the Des Moines area since 1989. They have two boys, that are now away at college. Sherri, and her entire family, are very active volunteers with the Muscular Dystrophy Association.

Lorilee Mills is a Senior Family Dynamics Consultant for Family Wealth and Culture Services. As part of Advice and Planning, Family Wealth and Culture Services she works with individuals, couples and families to provide wealth education to help clients with their goals around transitioning wealth across generations, providing specialized advisory services in Family Dynamics, Education and Governance, Family and Business History and Strategic Philanthropy. With more than 25 years of experience in family enterprise consulting, Lorilee advises clients on effective communication and decision- making strategies, educating and engaging the rising generation for wealth stewardship, preparing for family business transitions and supporting the evolution of the family business.
Prior to assuming her current role, Lorilee served as an executive coach providing consultation and customized strategies to senior leaders and their teams which lead to increased effectiveness and transformational growth. With the use of tools like DISC® and Motivators and Clifton StrengthsFinders™, her work helped to support effective leadership transitions, organizational and culture change and diversity and inclusion integration. She also led a team of Human Resources professionals who provided consultation concerning complex employee relations issues and business strategies.
Lorilee holds a bachelor’s degree in psychology from Iowa State University. She completed an executive coaching certification at Columbia University Business School and Teachers College. Lorilee holds a dual certificate in Family Business Advising and Family Wealth Advising from the Family Firm Institute. She also co-authored several book chapters on creating an impactful coaching culture within large organizations.
Lorilee is an active volunteer in her community and is a member of the Women’s and Generation Connections. She also volunteers for Dress for Success where she helps to empower women to achieve economic independence. She and her husband have two sons and reside in Des Moines, Iowa.

Brian Hagedorn is a Lead Wealth Management Banker with Wells Fargo
Bank in the Wealth and Investment Management Central Division. He
works out of the West Des Moines, Iowa office. He provides successful
individuals and families with advice in developing and implementing
tailored credit, deposit, and cash management strategies. Completely
aligned with their goals, his mission is to help clients manage, build,
preserve, and transfer their wealth.
Brian has spent his entire 32 year professional career at Wells Fargo. He
has been serving clients in The Private Bank since 2010, and he has held
previous positions in Commercial Banking, Correspondent Banking,
Corporate Marketing, and Consumer Finance.
Brian earned a Bachelor of Business Administration degree with a major in
Finance from Iowa State University.
Brian is married to his wife Kim, and they have three daughters. He lives in
Ankeny, Iowa where he is active in the community and has served on
numerous civic and charitable boards over the years.