About Us

 

The year was 1990.  The Dow Jones Industrial Average was at 2810, George H.W. Bush was President of the United States, and Apple was trading at $1.17 per share, while Microsoft was at only $0.62 per share.  Steve Heslinga and Al Tate were working as individual financial advisors for Prudential Bache, with very little joint business and not a single gray hair between them!  Then something great happened.  Steve and Al realized that by combining their unique skills they could expand their practice and better help their clients achieve their long-term financial goals.  So began the road to The Heslinga & Tate Wealth Management Group of Wells Fargo Advisors.

Over the years, our practice has grown dramatically in terms of number of clients, assets under management and advisory capabilities.  To date, the team includes seven associates with significant experience in all aspects of financial services.  We offer strategies to help address our clients' diverse investment goals.

Going forward, the future for our clients and for The Heslinga & Tate Wealth Management Group couldn't be stronger.  We have evolved into a boutique practice committed to client service and advisory excellence.  We're proud to have you be a part of it.

 

MEET OUR TEAM

 

Steven G. Heslinga, CFP®, CIMA®Steven G. Heslinga, CFP ®, CIMA ®
Managing Director – Investments, Senior PIM Portfolio Manager
CA Insurance License #0E30843


Steven G. Heslinga, CFP ®, CIMA ®, is a Managing Director – Investments with Wells Fargo Advisors. He is both a CERTIFIED FINANCIAL PLANNER ™ professional and a Certified Investment Management Analyst ®. Steve has worked in the Hyannis office since he began his career in 1982. Much of his work involves the fee-based* management of conservative stock and bond portfolios with long-term growth and income as the objective. He believes that long-term client relationships are crucial to achieving successful investment results.

In August of 2012, Steve was awarded the Wells Fargo Advisors Spirit Award during a ceremony in New York City. This award represents the firm's highest honor and recognizes a select group of Premier Advisors** for their lifetime achievements, both personal and professional. Jim Hayes, Head of Wealth Brokerage Services of Wells Fargo Advisors said, “We are proud that Steve Heslinga is part of Wells Fargo Advisors. His professional and personal attributes serve as an example for all and we are delighted to count him as a recipient of the Wells Fargo Advisors Spirit Award.”

Steve holds his Series 3, 7, 8, 63 and 65 securities registrations. He has both undergraduate and graduate degrees with honors from Harvard University and has completed the Investment Management Analyst Program from the Wharton School of the University of Pennsylvania. He lives with his wife Lynn in Barnstable Village and enjoys boating and relaxing on Sandy Neck Beach with Lynn and Daisy, the family dog. Since Lynn has been a beekeeper for years, Steve is passionate about supporting her hobby – always from a safe distance!

*Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.

**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

 


 

Albert M. Tate, Jr., AAMS®, CMFC®Albert M. Tate, Jr., AAMS ®, CMFC ®
Senior Vice President – Investment Officer, PIM Portfolio Manager
CA Insurance License #0E30844


Albert M. Tate, Jr., AAMS ®, CMFC ® is a Senior Vice President – Investments with Wells Fargo Advisors, who has worked with Mr. Heslinga's since 1990. He is both an Accredited Asset Management SpecialistSM and a Chartered Mutual Fund CounselorSM. In addition, Al also holds the Premier Advisor** designation from Wells Fargo Advisors.  Al has over 30 years of experience in the industry, focusing on the analysis and selection of fixed income investments, mutual funds, asset allocation and conservative growth stocks for clients.

Al holds Series 7, 52, 63 and 65 securities registrations and is a 1980 graduate of Westfield State College with a major in Economics and Business Administration. He lives in Barnstable with his wife Nancy, and two daughters. In his leisure time, Al enjoys photography and his daily workouts.

**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

 

 


 

William L. Leone, CRPC®William L. Leone, CFP ®,  CRPC ®
Financial Consultant
CA Insurance License #0H58116


William L. Leone is a Financial Consultant with Wells Fargo Advisors. Additionally, he is a CERTIFIED FINANCIAL PLANNER ™ professional and holds a Chartered Retirement Planning CounselorSM designation.  Bill began his financial services career as a Financial Consultant with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors. He focuses on customized portfolio design utilizing conservative equity and fixed income investments, as well as the selection of private money managers when appropriate.

Bill holds Series 7 and 63 securities registrations and has earned a Business degree from Boston University. He lives in Weymouth with his family, including Jackson, his 150 lb. Newfoundland.  Bill is also active with the local MSPCA. Bill has enjoyed playing golf for 20 years, but is still chasing the elusive hole-in-one. And when golf isn't an available activity, he's turned to skiing the mountains of Wyoming and Colorado.

 


 

Steven W HeslingaSteven W. Heslinga
Vice President - Investment Officer
CA Insurance License #0K10985

 

Steven W. Heslinga is a Vice President - Investment Officer with Wells Fargo Advisors. Steve has been working with Wells Fargo and its affiliates since 2008. He spent the first six years of his career in Charlotte, North Carolina working with institutional clients while in the Mergers and Acquisitions group and, more recently, as a bond trader in the High Yield Trading group. Steve also holds the Premier Advisor** designation from Wells Fargo Advisors.  His current efforts are concentrated on new business development, portfolio design and investment planning for affluent individuals, families and small to mid-sized businesses.

Steve holds Series 7 and 66 securities registrations. He is a graduate of Wake Forest University with dual degrees in Economics and German, both with honors. Steve currently owns a home in Centerville. He heads the Exchange Committee at the Hyannis Rotary Club, is a board member of Flower Angels USA, and volunteers at various other community-minded organizations.  Steve is a passionate traveler, both domestically and internationally.  On the Cape you can find him on a boat, on a motorcycle or relaxing at Sandy Neck Beach.

**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

 

 


 

Elaine G MillerElaine G. Miller
Senior Client Associate


Elaine Miller is a Senior Client Associate who joined Wells Fargo Advisors in April of 2006, bringing a strong customer service and operations background. Prior to coming to Wells Fargo Advisors, she worked for AT&T as a Technical Manager for 24 years. There she implemented technology upgrades, managed data center operations and coordinated network contracts with third-party vendors.

Elaine is the Heslinga & Tate Group practice manager. In that role she reports directly to Steve Heslinga and is responsible for overseeing operational workflow and client interactions for the entire staff.

Elaine graduated from Endicott College with an Associate of Science degree and moved to Cape Cod after living for many years in West Orange, NJ. Currently, she lives in Sandwich Village with her husband Howie, and dog, Sam.  Elaine enjoys swimming, cooking and reading. She expresses a great love of animals (especially dogs), as well as getting her hands dirty planting flowers in her garden.

 


 

Shawna R LockleyShawna R. Lockley
Senior Registered Client Associate


Shawna Lockley is a Registered Client Associate who has been with Wells Fargo Advisors since 2011. Her previous experience includes 6 years as a Financial Advisor with a small brokerage firm on Martha's Vineyard, focusing on retirement and financial planning. In addition, she worked for 10 years in Community Banking managing all aspects of a retail banking environment.

As a Senior Registered Client Associate, the emphasis is on client service and operations; however, Shawna is also responsible for the coordination and supervision of special projects with a focus on streamlining processes to increase productivity.

Shawna currently holds her Series 7 and 66 securities registrations and insurance licenses. She and her husband Jonathan live in Yarmouth Port and enjoy taking long rides on their Harley-Davidson motorcycle or playing golf.