We aim to bring tranquility and quality of life to each and every one of our clients. With almost six decades of wealth management experience in even the most challenging markets, we possess the expertise to enhance your sense of confidence. We combine the resources of one of the nation’s largest financial institutions, Wells Fargo Advisors Financial Network, with a personalized approach to wealth management. Unlike computer software programs, we manage each client’s account individually, recognizing that no two portfolios are the same.
Quality of life is how you define it! We love learning what quality of life means to you – your dreams, hopes, and aspirations for you and your family. Yellowstone Wealth Management believes individual management & true client discovery is the only way we can tailor a portfolio that is designed to help you experience financial success and quality of life.
For Steven Esposito, wealth management goes far beyond just being a profession. It’s a hallowed responsibility he and his team take seriously. He understands that the advice and guidance that he provides can determine whether or not his clients can truly experience peace of mind and quality of life along the way, with the goal of obtaining of the life they envision for themselves and their loved ones. He pioneered Yellowstone Wealth Management to restore the lost art of personalized wealth management to an industry that has adopted an assembly line mentality. Simply put, Steven believes software-based Investment Planning cannot truly craft a personalized portfolio that takes into consideration your unique circumstances. That’s why he creates and oversees every. single. portfolio individually!
Greg grew up in Northern Indiana and received his bachelor’s degree in management with a concentration in Finance from Manchester College in Indiana. He started in the business in 1989 after passing his FINRA Series 7 registration and then obtaining his FINRA Series 8,9,24,63 & 65 registrations.
He has 35 years of experience in the industry before he joined Yellowstone Wealth Management as the Chief Operating Officer. The prior 25 years he spent at Wells Fargo Advisors working his way up from governance manager to the regional governance manager for the Midwest Division and then the Eastern Division.
Outside of work, Greg enjoys spending time with his wonderful wife Denise, their two boys Zak and Tyler, and their dog Dierks. Greg loves to travel and spend time at the beach or the pool with his family and friends.
Christal Vargas brings more than a decade of experience in wealth management, combining a deep understanding of financial services with a passion for delivering an exceptional client experience. As Director of Operations at Yellowstone Wealth Management, Christal plays a key role in supporting the firm’s advisors, clients, and day-to-day operations while helping ensure that the personalized service Yellowstone is known for is delivered consistently.
A CERTIFIED FINANCIAL PLANNER® professional, Christal holds FINRA Series 7, 9, 10, and 66 registrations and has built her career working across wealth management, advisor support, client service, and business operations. Her experience includes working closely with Financial Advisors and leadership on complex operational matters, recruiting initiatives, risk considerations, and the processes that support successful advisor and client relationships.
At Yellowstone, Christal works closely with the firm’s leadership and advisory team to coordinate operational priorities, improve processes, and help create an efficient infrastructure behind the firm’s highly personalized approach to wealth management. She brings a detail-oriented, solutions-focused perspective to the business and understands that exceptional wealth management requires more than investment expertise—it requires a team that is responsive, organized, and genuinely invested in each client’s experience.
Christal believes that strong relationships are at the heart of successful wealth management. She takes pride in being a trusted resource for clients and colleagues alike and in helping Yellowstone deliver on its commitment to individualized service and helping clients pursue their definition of financial security and quality of life.
Outside of Yellowstone, Christal enjoys spending time with family and supporting her daughter’s travel softball career, which keeps her busy at tournaments throughout the year. She is also a proud dog mom to Rosie, her German Shepherd. When she’s not at the ballfield or working, Christal enjoys traveling, spending time with loved ones, and enjoying the everyday moments that matter most.
Michael joined Yellowstone Wealth Management as a Client Services Associate in 2025. He grew up in Illinois and attended High Point University in North Carolina, graduating in 2017 with a bachelor’s degree in business administration.
Prior to joining Yellowstone Wealth Management, Michael spent five years as a project manager with a medical supply startup that focused on secure overseas sourcing and played a key role in reshoring domestic manufacturing during the COVID-19 Pandemic. He also worked as Chief of Staff at the American Conservation Coalition, a leading advocate on energy and environmental issues.
Outside of work, Michael enjoys spending time with his family, friends, and dog Wrigley. He also devotes time as a volunteer on an initiative that organizes Kappa Alpha Order chapters in an effort to fundraise to provide track chairs for catastrophically wounded veterans to improve their mobility and independence.
Sandy joined Yellowstone Wealth Management in 2024 as a Senior Client Service Associate, bringing with her a wealth of experience in the financial industry. She graduated from Saint Mary’s College in Notre Dame, IN, with a BBA in Finance and Accounting and began her career as a Bank Examiner for the Federal Deposit Insurance Corporation. Prior to joining Yellowstone, she worked as a Client Associate with a financial advisor for fourteen years.
Outside of work, Sandy likes spending time with her family, enjoying her heritage by playing and dancing with a Croatian folk group, and cheering on the Notre Dame Fighting Irish football team.
Stephanie brings together Yellowstone Wealth Management’s small-firm warmth with the efficiency and precision developed through over a decade in the financial industry. Since 2011, she has built her career in wealth management, gaining expertise in account management, client service, and financial technology. Seeking a more personal and client-centered approach, she joined her father, Steven, to help grow Yellowstone Wealth Management — blending family values, professional excellence, and a genuine passion for helping people.
Earlier in her career, Stephanie founded and managed Heal Team 6, a nonprofit organization that raised funds for smaller charities without the means or connections to reach large donors. She holds a Bachelor’s degree in Business from Lake Forest College and grew up in Libertyville, Illinois.
Melissa grew up in the northern suburbs of Chicago and attended Arizona State University. She has diverse work experience prior to joining Yellowstone Wealth Management as Director of Client Services & Partner, that includes a career in modeling and as a small business owner.
Melissa’s true passion is her family: She has been married to Steven for over 20 years and together raised their two children in suburban Illinois. Melissa also loves spending time with her dog Charlie and supporting local charitable causes.
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