Wells Fargo 2014 Annual Report Download - page 23

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Guidance
Teacher Richard Leistiko embarked on
afinancial transformation that helped
him pay o debt, improve his credit score,
andbuild up an emergency fund.
Richard Leistiko is a man on a
mission—choosing to leave his home
state of Montana to seek out teaching
assignments across the U.S., where
he can guide students and help
them succeed.
That journey has taken him to
Nome, Alaska, and now to Oakland,
California, where he teaches
kindergarten at a charter school.
During his travels, Richard also
decided it was time for him to begin
afinancial journey.
Student loan debt led him to
WellsFargo’s banking store in Nome
one day to talk to Personal Banker
Drew McCann.
“I had just seen a WellsFargo
commercial that conveyed the
message that the company was
willing to help people financially
even if they had limited assets,
Richard said. “I decided to see if
they could help me.”
Richard Leistiko | Oakland, California
Drew helped Richard develop a
budget and created a plan for paying
bills and managing daily expenses.
They also set up monthly check-ins
to monitor progress—habits Richard
has continued with Personal Banker
Brett Northrup inOakland.
Over the next 18months, the
financial actions Richard took
helped him pay o debt, improve
his credit score, and build up an
emergencyfund.
“Seeing where my money was
coming in and going out has made
a world of dierence,” Richard said,
“and the monthly check-ins keep
me committed to my budget and
on track to reach my goals.”
Said Brett, “Drew and I just
provided the information and
direction Richard needed to move
forward and succeed financially.
But he’s done all the hard work.
Wecouldn’t be prouder of him.”
