CONNECT

Address:

777 108th Avenue NE, Suite 2500
Bellevue, WA 98004

Phone:

(425) 646-4871,Toll-Free: (800) 722-3348

Fax/Other:

(425) 455-5099

Our Qualifications


Combined, we have over 75 years of wealth management experience in the Meydenbauer Wealth Management Group of Wells Fargo Advisors. We have been working with individual investors for nearly 30 years, and we use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals.

 

 

 


Tama Borriello, CFP®, ADPA® | First Vice President - Investments

Tama Borriello's experience as an entrepreneur and a principal in two successful start-up companies laid the groundwork for her to put her practical experience in investment planning and wealth management to work as a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor since 2000.

Her focus allows our group to become an integral component in helping our clients shape their own vision for themselves and their families. Tama graduated from the University of Washington with a Bachelor of Arts in Political Science.

 

 


Paul Capeloto | Managing Director - Investments

Paul Capeloto began his professional career as a CPA (now non-practicing) with Moss Adams, an accounting firm. His prior concentration on corporate audits, financial planning and tax advice led him into over 30 year career as a Financial Advisor and portfolio manager.

His experience in these areas enhances our group focus on comprehensive family wealth management. Paul's hobby is coaching youth basketball and also serves on local non-profit advisory boards as a community volunteer. Paul graduated from the University of Washington Business School with concentrations in Accounting and Finance.

 


Monty Grau | Senior Vice President - Investments

Monty Grau spent several years as a manager in the broadcasting industry in the Pacific Northwest. His tenure as a COO inspired him to combine his business knowledge of portfolio management with comprehensive investment planning.

His over two decades of implementing this vision has provided the foundation for our group to offer an extensive family wealth management platform. He graduated from the University of Washington Business School with concentrations in Accounting and Marketing.

 


Sean McGowan, CIMA® | First Vice President - Investments

Sean McGowan began his career in 1998 with Merrill Lynch in Bellevue, WA. During his years with Merrill Lynch he earned the status of Wealth Management Advisor for extensive work with high-net-worth individuals on investment planning. Throughout the years, Sean continued to develop his depth of knowledge with studies at the Wharton School of Business earning the Certified Investment Management Analyst designation (CIMA) that concentrates on risk managed portfolio development and implementation. Sean is a graduate of Simon Fraser University in Vancouver, BC, where he was also a member of the football team for four years, and continued playing several years after graduation, in the European Football League in Germany.


Ben Pawlak | Financial Advisor

Ben Pawlak graduated from Northwest University with concentrations in Business and Psychology. He is also a member of the Innovators Club at Wells Fargo Advisors and has been part of diversity and inclusion efforts at previous firms.

Ben spent five years at Morgan Stanley as an Advisor where he was part of a fast-growing team and helped make key decisions in portfolio management, while also having a core focus in investment planning.

 

 


Nicole M. Christian | Practice Coordinator

Distinguished Service Professional Award Winner 2016

Nicole brings to the team over 25 years of experience in the financial services industry, most of those years spent as an Operations Manager and Administrative Manager supervising staff and compliance audits. Nicole oversees our special projects and overall team coordination. With a background of internal and external audits, while managing people and projects, Nicole brings to the group unique skills in researching complex issues with a focus on problem solving and finding practical solutions. She is proactive in addressing client needs and dedicated to providing consistency within our premier client services. Her behind the scenes implementation of systems and processes helps to enhance the overall client experience and provide best-in-class service.


Diane Manterola | Senior Registered Client Associate

Distinguished Service Professional Award Winner 2015 and 2016

Diane has been in the industry for over 20 years. Combined with a background of working with Disney as well as having been a flight attendant, Diane has a natural dedication to providing exemplary customer service. She serves as the first point of contact with the Meydenbauer Wealth Management Group and adds value with her enthusiastic commitment to assisting clients with answering questions, online navigation, and appointment scheduling. Diane is fluent in Spanish, and in her leisure most enjoys spending time with her family, working in the garden, and dancing every chance she gets.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals