I have spent numerous years to become an expert in all aspects of a family’s and a business’s financial life. My recommendations are based upon deep knowledge and understanding—and I have the credentials to prove it
Certified Investment Management Analyst (CIMA®)

This designation for financial professionals is earned by advanced investment consultants who understand topics such as risk measurement, asset allocation, due diligence and investment policy.
Certified Exit Planning Advisor (CEPA®)

This certification educates professional advisors on how they can support the success of business owners and help them maximize the value of their enterprise through a sale or transition on their terms.
CERTIFIED FINANCIAL PLANNER™

This certification identifies professionals who have met rigorous standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
What it means to you:
I have in-depth education about investment management and can help you customize an investment portfolio based on your objectives.
What it means to you:
I understand the unique needs of business owners and can help them create an exit strategy that aligns with their objectives.
What it means to you:
I understand a broad spectrum of financial concerns and can help build a plan to address them.
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.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,, member SIPC, a separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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