Working to Keep You on Course

none


American automobile manufacturer and business icon Henry Ford once said, “Obstacles are those frightful things you see when you take your eyes off your goal.” With financial success being the overall goal, we as your “wealth management team”, believe we must:
  • Understand your goals, your dreams and your reasons for investing.
  • Take a full balance sheet approach to consultation.
  • Help create an investment strategy that is designed to meet your short and long-term needs
  • Make sense of an array of investments from traditional stocks and bonds to ETF’s, private investments retirement accounts and other investment vehicles, and then determine how they fit into your financial situation.
  • Keep costs to a minimum.  We attempt to never underestimate the importance of investment expenses, and strive to keep them transparent and as low as possible.
  • Keep you focused on your objectives. Perhaps the most important value we add is to act as an effective behavioral coach to steer you through the ups and downs of the market.

The reason we wake up in the morning is to help our clients succeed financially and to satisfy all their financial needs.  The result is we strive to make money because of our focus on serving customers, not the other way around.

Meet Our Team
Phone
850.767.1011
Email Us
Email Us
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals
two people on a beach at sunset

2025 Outlook: Charting the economy's next chapter

Wells Fargo Investment Institute’s 2025 outlook for the economy, equities, fixed income, real assets, and alternative investments.

Learn More

News and Insights

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

Read More

Alternative Investment Strategies

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

Read More

LifeScapes

Lifescapes is your connection to insights and strategies from Wells Fargo Advisors.

Read More
Learn More

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, FL, GA, IL, KS, KY, MA, MD, MN, MO, MS, NC, NM, NV, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.