Steven W. Heslinga is a Managing Director – Investments and Private Wealth Financial
Advisor with the Heslinga Private Wealth Group. He is a Certified Financial Planner® 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, subsequently, as a bond trader in the High Yield Trading group. Steve is also a 2025 Platinum Council Advisor.¹ His current efforts are concentrated on new business development, portfolio design, and investment planning for affluent individuals, families, nonprofits, and businesses.

Steve holds FINRA 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 a trustee at the Cape Cod Foundation, 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, Tracy, and two sons, Stevie and Teddy. On the Cape you can find him on a boat, running around Barnstable Village, or relaxing at Sandy Neck Beach.

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

¹The Platinum Council distinction is held by a select group of Financial Advisors within WFA as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Paul M. Heslinga is a Managing Director - Investment Officer with the Heslinga Private Wealth Group. He is a CERTIFIED FINANCIAL PLANNER® professional, and a 2025 Platinum Council Advisor¹ designation from Wells Fargo Advisors, and has been working in the financial industry since 2014. He spent the first four years of his career in Old Greenwich, CT as a Research Associate with a hedge fund focused on quantitative analysis in public equity, fixed income, and long-term secured loans.

Paul’s unique insights and highly developed technology skills coupled with his institutional finance experience complements and expands our team’s commitment to making informed investment decisions. His efforts are concentrated on new business development, portfolio management, portfolio analysis, and investment planning for affluent individuals, families, and small to mid-sized businesses.

Paul volunteers his time as a board member of several local non-profit organizations. His volunteerism has focused on empowering women, protecting the families of law enforcement officers lost in the line of duty, and a local outdoor sporting association. He serves as a member of the Wells Fargo New England/Upstate NY Advisory Council representing over 430 advisors in the region. Paul lives in Barnstable with his partner Hannah, spending their free time traveling and boating on the water.

Paul holds his FINRA Series 7 and 66 securities registrations. He has both undergraduate and graduate degrees from Worcester Polytechnic Institute with a Major in Robotics Engineering.

CA Insurance License Number: 0M77425. Resident State MA.

_{1The Platinum Council distinction is held by a select group of Financial Advisors within WFA as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure.}

Andrew Lenzi is a Financial Consultant with the Heslinga Private Wealth Group of Wells Fargo Advisors, where he focuses on helping clients build personalized, goals‑based financial strategies. Andrew takes a relationship‑driven approach, focusing on educating clients and building long‑term financial confidence while guiding them through meaningful investment decisions. He began his career at Merrill Lynch in 2022, serving as both a Financial Solutions Advisor and Registered Client Associate. In these roles, Andrew delivered comprehensive financial guidance, helped clients navigate a broad range of planning needs, and developed customized strategies that aligned with each client’s long‑term goals.

Andrew holds FINRA Series 7 and 66 securities registrations and has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation, underscoring his commitment to helping individuals prepare for and transition confidently into retirement. Before beginning his professional career, Andrew graduated magna cum laude from the Wake Forest University School of Business with a major in Business and Enterprise Management, a concentration in Financial Advising, and a minor in Entrepreneurship. He is also a proud alumnus of Boston College High School, an experience he credits for instilling discipline, leadership, and a strong commitment to service.

Andrew currently resides in Hanover. Outside of work, he enjoys golfing, staying active, and watching sports with friends and family.

Shawna Lockley is a Senior Registered Client Associate who has been with Wells Fargo Advisors since October 2011 and with the Heslinga Private Wealth Group since January 2013.  Her previous experience includes 6 years as a Financial Advisor with a small bank brokerage 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, Shawna’s emphasis is on exceeding client expectations daily; she is also responsible for all client service daily operations and special projects with a focus on streamlining processes to increase productivity.

In 2025, Shawna was recognized as a Wells Fargo Advisors Platinum Client Associate. The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.

Shawna was one of 37 Client Associates from across Wells Fargo Advisors (a pool of 3800) who were invited to attend the 2025 FA/CA Growth Summit in Orlando, Florida. She was nominated for this honor by Market Leadership based on her outstanding performance as well as her engagement.

Shawna currently holds her FINRA Series 7 and 66 securities registrations and insurance licenses.  Shawna lives in Yarmouth Port and enjoys long walks and playing golf.

CA Insurance License Number:  1620027.  Resident State MA.

Eric Loiselle is a Senior Registered Client Associate who recently joined the Heslinga Private Wealth Group.  Eric has worked in the financial services industry beginning in 2013 including time with Bank of America, Merrill Edge, and has been with Wells Fargo in Providence since 2019.

Eric currently holds his FINRA Series 7 and 63/66 securities registrations.  He is also a veteran of the U.S. Air Force after having served in active duty for four years.

Away from the office, Eric is extensively involved with his church and is a devoted father and husband to wife Brittany and sons Joshua and Jeremiah.  In addition to spending time with family, Eric enjoys painting, writing, and music.

Zack Llombart is a Senior Client Associate who has been with Wells Fargo Advisors for over five years.  Before joining the Heslinga Private Wealth Group in October 2019, he worked in 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 personal bankruptcy, foreclosures and loan modifications. Zack now lives in Pembroke with his wife, Banessa, stepdaughter, Natalie, and twins, Alina and Liam.

In 2025, Zack was recognized as a Wells Fargo Advisors Platinum Client Associate. The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.

Zack is currently working towards his FINRA Series 66 securities registration, having recently passed his Series 7 exam to become a registered associate. He enjoys cooking Latin food, doing household projects, watching football and playing with his children.

Harry is a Registered Client Associate with the Heslinga Private Wealth Group of Wells Fargo Advisors. He supports the team in managing client relationships, facilitating account operations, and executing administrative initiatives. Harry is dedicated to delivering a seamless client service experience by simplifying complex financial tasks, maintaining proactive communication, and ensuring accuracy and efficiency across all interactions.

Harry holds FINRA Series 7 and 66 securities registrations, underscoring his commitment to professional growth and comprehensive financial knowledge. Prior to joining Wells Fargo Advisors in 2025, he served as a Revenue Officer with the Internal Revenue Service, where he managed complex tax compliance and collection matters, and as a Tax Specialist with H&R Block, advising clients on tax preparation and strategies. He brings over a decade of experience as a licensed real estate professional, providing clients with guidance in property transactions and contract negotiation. He holds a Bachelor’s degree in Business Administration and a Master’s degree in Educational Leadership.

Harry enjoys spending time with his wife and two daughters, afternoons at the beach, playing golf and being a long-time fan of the New England Patriots.