Meet Our Team

Jesse Diaz, CFP, ChFC, RICP, MBA

Managing Director - Investments
Senior PIM Portfolio Manager
Financial Advisor

Michael Giovannini

First Vice President - Investment Officer
Financial Advisor

Thomas Stotz

Managing Director - Investments
Senior PIM Portfolio Manager
Financial Advisor

Credentials & Accolades

Capstone Wealth Management Group of Wells Fargo Advisors Named as One of Forbes' Best-In-State Wealth Management Teams in 2024, 2025, and 2026


2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.