Meet Our Team

Steven G. Heslinga is a Managing Director – Investments with the Heslinga & Tate Private Wealth Group, and he is both a CERTIFIED FINANCIAL PLANNER^TM 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 — and for epitomizing and reflecting Wells Fargo Advisors’ values. 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 Daisy, the family dog.

CA Insurance License Number: 0E30843. Resident State MA.

Albert M. Tate, Jr., AAMS®, CMFC® is a Managing Director with Wells Fargo Advisors, who has worked with Steve Heslinga since 1990. He is both an Accredited Asset Management Specialist^SM and a Chartered Mutual Fund Counselor^SM. In addition, Al also holds the Premier Advisor¹ 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. In his leisure time, Al enjoys photography and his daily workouts.

CA Insurance License Number: 0E30844. Resident State MA.

_{¹The 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 and professionalism. Additional criteria, including length of service, may also be used to determine recipients.}

Steven W. Heslinga is a Senior Vice President – Investment Officer with the Heslinga & Tate Private Wealth Group, he is a CERTIFIED FINANCIAL PLANNER^TM professional and has been working with Wells Fargo Advisors and its affiliates since 2008. He spent the first six years of his career in Charlotte, NC 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 Advisor¹ 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, and he is a graduate of Wake Forest University with dual degrees in Economics and German, both with honors. He is the treasurer for the Cape Cod Symphony, an active member of the Hyannis Rotary Club, the Cape Cod Young Professionals, and volunteers for various other community-minded organizations. He is also a passionate traveler, both domestically and internationally. Steve currently owns a home in Barnstable, where he lives with his wife and two sons. On the Cape you can find him on a boat, on a motorcycle, or relaxing at Sandy Neck Beach.

CA Insurance License Number: 0K10985. Resident State MA.

_{¹The 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 and professionalism. Additional criteria, including length of service, may also be used to determine recipients.}

Shawna R Lockley is a Senior Registered Client Associate who has been with Wells Fargo Advisors since October 2011. Her previous experience includes six years as a Financial Advisor with a small bank 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.

Zack Llombart is a Senior Client Associate who has been with Wells Fargo Advisors for over five years.  Before joining the Heslinga & Tate Private Wealth Group of Wells Fargo Advisors in October 2019, he worked out of Miami, Florida and focused on assisting international clients from Brazil and Argentina.  Prior to joining Wells Fargo Advisors, he worked at a law firm that dealt with bankruptcy, foreclosure and loan modifications. Zack now lives in Pembroke, Massachusetts with his wife, Banessa, who is a real estate attorney and agent.

Zack is currently working towards his Series 7 license to become a registered associate. He enjoys cooking Latin food, playing sports, watching football and going to rock concerts.