We believe in getting to know our clients personally and understanding what is most important to them. Through a thorough discovery process we help identify their goals and build a comprehensive plan to achieve them. While working closely with our clients, we cover many topics including: retirement planning, income generation, estate planning strategies, life and long term care insurance* needs, investment allocations, and education savings.

Our process is designed to be dynamic and our clients’ investment plans are based on their specfic goals and needs. Each client review includes an assessment of changes since our last evaluation, and what updates are necessary to assure our clients stay on track to meet their goals.

We are firm believers in working as a team with our clients’ CPAs and attorneys in a collaborative environment to assure their entire financial health is addressed and preserved.

Our team serves individual investors, businesses, and foundations both locally and across the country.

Our Services

• Retirement Planning - Help maximize our clients’ employer-sponsored retirement plans and IRAs. Provide assistance with managing assets both before and during retirement.

• Tax Efficient Strategies* - Develop appropriate investment and withdrawal strategies to ensure your portfolio is tax-efficient in both taxable and tax-deferred accounts. Refer clients to their tax advisors for consulting and tax preparation.

• Estate Planning Strategies* - Coordinate with your legal and tax advisors to review your wills and trusts, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs to help preserve your estate.

• Education funding - Recommend investment and accumulation strategies to help you pay education costs.

• Risk management** - Review existing insurance policies to ensure adequate protection for your family.

• Investments - Determine asset-allocation needs. Help our clients understand their risk tolerance. Recommend the appropriate investment vehicles to assist our clients to reach their goals. Incorporate socially responsible investments as requested.

• Employee and executive benefits – Assist business clients attract and retain qualified employees through benefit packages such as 401k plans and group insurance**.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.