Our Team

We believe our role is to educate and guide our clients, so they feel empowered and confident to pursue their life goals. Our goal is to help you take a proactive approach to your financial situation. We are dedicated to helping you make sound decisions for your financial future.
Roger Louis O'Quin, Jr.

Roger Louis O'Quin, Jr.

  • CFP
  • ChFC
  • Managing Director
Sydney O'Quin Gilbert

Sydney O'Quin Gilbert

  • CFP
  • ADPA
  • Managing Partner
Amanda M. Clark

Amanda M. Clark

    • Senior Registered Account Administrator
    Megan Raden

    Megan Raden

      • Client Service Associate
      Team Picture 2023

      We Work With You. And For You.

      The O'Quin Group

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AL, AR, CA, CO, CT, DE, FL, GA, ID, IL, LA, MA, MO, MS, NC, NE, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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      © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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