Strategic Resources


Creating a plan to manage your wealth is a collective endeavor.

To provide the custom solutions and highly tuned strategies, I will use the information I’ve gained about your unique situation and my deep experience to connect you with seasoned specialists across a wide range of specialties. Through these deep relationships with Wells Fargo Advisors, I am able to provide you and your family with truly holistic wealth management.


Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.