Background and experience:
After 25 years with the team, in 2022 Robert assumed leadership of the team. Robert aspires to develop and build long lasting relationships with our clients. In addition to providing a holistic approach to financial planning, our mission is getting to know and understand our clients’ needs, wants and long-term goals. The team can then craft, implement, and monitor a strategy that is designed to address their unique situations.

Robert Hamill has extensive experience with portfolio analysis at The Pidgeon Group, focusing on asset allocation and risk control. Robert specializes in equities, mutual funds, tax-advantaged bonds, and other fixed income investments. He is particularly experienced in working with retirement plans, as well as investment products, such as 529 College Savings Plans and Donor Advised Funds. Another specialty of Robert is Envision Investment Planning - a process in which client goals are stress tested to help determine how likely one is to achieve them.

Robert's career in the financial services industry began in 1996. While a student at the University of San Francisco, he worked as an intern with The Pidgeon Group of EVEREN Securities, a predecessor of Wells Fargo Advisors. Upon his graduation, Robert accepted full time employment with The Pidgeon Group. Robert has earned several industry licenses, including Series 7, Series 63, Series 66, and a California State Insurance License. In 2006, he obtained the CERTIFIED FINANCIAL PLANNER™ professional certification.

Away from the office:
Robert volunteers as a Little League coach, is a Board Member of the Bay Area Chapter of Little People of America, and has been an active adult Leader with Boy Scouts for over 8 years. He is a member of the San Francisco Bond Club and the North Bay Regional Council for the Alumni Association of the University of San Francisco. Robert lives in Kentfield, California with his wife and three children. In his free time, he enjoys music, golfing and hiking.

CA Insurance License Number: 0F07174. Resident State CA


“While each client relationship is unique, my motivation is the same– ensure everyone has confidence they are on track to achieve their goals.”



IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Background and experience:
Tony began his career with The Pidgeon Group of Wells Fargo Advisors in 2007. As a CFP^® Professional and senior registered client associate, Tony assists clients with investment services such as asset management, retirement planning, estate investment planning, insurance, risk management and taxation. He works closely with our clients’ other trust professional advisors, such as Certified Public Accountants and Estate Planning Attorneys, to develop investment portfolio strategies that best fit each individual’s needs. Tony holds Series 7 and Series 66 registrations and a California State Insurance License. He earned a bachelor’s degree in political science from the University of California, Berkeley.

Away from the office:
Tony is a Los Angeles native, but now lives in San Francisco’s Cole Valley. He is the Bay Area chapter chair of the Loyola High School of Los Angeles Alumni Society and is also involved with several Bay Area philanthropic organizations. He volunteers at his church, St. Ignatius Parish, and enjoys golfing, playing tennis, and cooking.

CA Insurance License #0F21988. Resident State CA

Background and experience:
Shannon became a member of The Pidgeon Group of Wells Fargo Advisors as a Financial Advisor in February 2020. Shannon began her career in campaign marketing at a technology company. This allowed her to meet clients at trade shows and maintain ongoing partnerships with both small and large companies. Through these relationships, she was better able to understand their goals and help them find the right solutions to fit those needs. She believes this perspective has uniquely positioned her to understand that, one can create a comprehensive plan to achieve desired results. She is now creating similar partnerships with well-respected Certified Public Accountants and Estate Planning Attorneys to create holistic investment portfolio strategies for her clients. Also due to her background in technology, she has great knowledge with restricted stock (RSUs) and concentrated stock positions. She has also been a featured guest speaker focusing on Women and Wealth for various Employee Resource Groups. Shannon holds SIE, Series 7, Series 66, and CA Insurance license registrations.

She received her undergraduate degree from Santa Clara University in Marketing and Entrepreneurship and, as part of her degree, had a summer internship combined study abroad program at the Foundation for International Education in London. At her previous employer, she volunteered quarterly at the Second Harvest Food Bank and was one of the founding members of the Early Career Network, an organization aimed at fostering professional growth and connecting young professionals. In January 2020, she joined the Junior League of San Francisco, an organization of women committed to promoting voluntarism, developing the potential of women and improving communities through the effective action and leadership of trained volunteers. She currently is the Chair of Community Impact, where she and her committee select the following JLSF league year's community partners as well as give grants to non-profits in San Francisco.

Away from the office:
Shannon is a Bay Area Native – having grown up in Greenbrae. She is a health enthusiast; in 2019, Shannon broke four of the women strength and fitness records at the Olympic Club. In her free time, she also enjoys hiking, skiing, biking, traveling, and photography.

CA Insurance License Number: 4107186. Resident State CA

Background and experiene:
Alice Pidgeon, CFA is a Vice President – Investment Officer and serves as the chief investment officer for our team. She joined The Pidgeon Group in 1991, contributing her experience in asset allocation and portfolio analysis. She specializes in mutual fund selection and managed money programs. Alice began her career in New York City as a research analyst with the investment firms Pershing, Alliance Capital Management, and DLJ. Alice moved to San Francisco in 1984 and joined Wells Fargo Bank, where she managed $250 million in retirement plan assets. She earned a bachelor's degree in finance and marketing from Georgetown University in 1980 and achieved the designation of Chartered Financial Analyst in 1991. As a Chartered Financial Analyst (CFA), she is a member of the CFA Society of San Francisco and the CFA Institute. Alice achieved the designation of Certified Divorce Financial Advisor (CDFA) in 2023 where she applies the discipline of financial planning to settlement divorce strategies.  

Away from the office:
She lives in San Rafael, California and has two grown children. Alice serves on the Board and Finance Committee for the North Bay Children’s Center (NBCC), the Vestry at St. John’s Episcopal Church, Ross, is an Officer for The Most Venerable Order of Hospital of St. John of Jerusalem, and has recently mentored two homeless mothers and their children at Gilead House, Novato. She enjoys hiking, practicing yoga, and traveling.

CA Insurance License #0C31077. Resident State CA


The use of CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal  advice, not is it meant to imply that the firm or its associates are acting as experts in this field.

Background and experience:
Ann Fitzpatrick became a member of the Pidgeon Group in 2019 as a Senior Registered Client Associate. She facilitates client trades, account operations, asset movement, and risk management strategies. She earned a Bachelor of Science degree in business from Skidmore College; she holds Series 7, 63, and 65 Securities Registrations as well as a California Insurance License. Ann formerly worked at Charles Schwab in various enterprises including capital markets and trading, employee stock plan services, retirement plan services, and Schwab 500 – a team that was responsible for managing the top 500 retail households in the firm. With this experience she provides strong operational support to our team. She is detail oriented and her ability to manage the day-to-day operations of our client needs is exceptional.

Away from the office:
Ann is originally from Western New York and now lives in San Francisco. She volunteers at The St. Anthony Foundation. Ann enjoys reading, photography, and traveling.

CA Insurance License Number: 0I29860. Resident State CA

Background and experience:
Azselle (her name rhymes with the word “Hazel”), is the newest member of the team. She became a member of the Pidgeon Group in February 2023 as a Client Associate.

Azselle joins us after working for 16 years as a Branch Operations Manager at Wells Fargo Bank.  Her experience includes performing customer service to a variety of clients, from individuals to businesses, and helping them achieve their financial goals.  She prides herself on her work ethic and client interactions, which has resulted in long-term relationships with her clients.

Away from the office:
Azselle is originally from the Philippines and moved to San Francisco with her family when she was 12 years old. In her personal life, she enjoys spending time with her family, volunteering, and traveling.