First Vice President - Investments
My goal is to help manage the assets for individuals, families and business owners who value a professionally managed investment portfolio. I can provide an elevated approach to investment planning to assist high-net worth clients to protect, grow, and transfer their wealth. I am dedicated to helping you make sound decisions for your financial future. You can feel confident that the depth and breadth of my financial knowledge and experience will help you gain a better understanding of the many options available to you to meet your financial goals. Give me the opportunity to show you the value of working with me to plan for and ultimately reach your financial goals. I believe I am able to provide a level of personal service that exceeds expectations.
Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.
Your Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker
Read moreLearn about tax-smart strategies to consider before year-end to make the most out of your money
Read moreKeep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.
Read moreYou think of Wells Fargo Advisors for strategic investment planning. Find out how we can help make your borrowing more strategic, too.
Read moreAre 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 moreBy taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and
Read moreLiving trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes
Read moreLewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This
Read moreTaken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be
Read moreEstimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to
Read moreUnderstanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps
Read moreWe’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your
Read moreEffective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.
Read moreListen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.
Read moreThere are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.
Read moreThe anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…
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