Contact Information:
With more than 35 years' experience as a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Backed by the vast resources of Wells Fargo Advisors, I am fully invested in my clients.
I take pride in working for a firm that puts you first, strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
I can provide access to lending services offered by Wells Fargo affiliates. A personalized approach to goals and objectives can be found in one institution.
Away from the office, I am active with youth basketball and soccer, the Boy Scouts of America, and enjoy traveling. My wife Debbie and I are long term residents of the Boise area, where we have spent our time engaged with our children Blaine, Blake, Brianna, Brenna and Brielle
Comprehensive Investment Planning
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies I use to help stay on course towards meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. In addition, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth- now and for generations to come.
Investment Process
You'll receive tools and support to develop a detailed inventory of all of your financial assets so you can find out exactly where you stand. This computerized evaluation puts your total securities portfolio in perspective by providing you with the current price, profit or loss, income, and current yield on items held in your portfolio. I will help evaluate whether certain estate planning techniques- such as a trust are appropriate for your individual circumstances. I will use a team approach to coordinate estate planning with you and your attorney. Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. I will help ensure that your investment plan is put into action and that it is coordinated with your attorneys and accountants on your behalf.
About Wells Fargo Advisors
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.
I take pride in working for a firm that puts you first, strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
I can provide access to lending services offered by Wells Fargo affiliates. A personalized approach to goals and objectives can be found in one institution.
Away from the office, I am active with youth basketball and soccer, the Boy Scouts of America, and enjoy traveling. My wife Debbie and I are long term residents of the Boise area, where we have spent our time engaged with our children Blaine, Blake, Brianna, Brenna and Brielle
Comprehensive Investment Planning
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies I use to help stay on course towards meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. In addition, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth- now and for generations to come.
Investment Process
You'll receive tools and support to develop a detailed inventory of all of your financial assets so you can find out exactly where you stand. This computerized evaluation puts your total securities portfolio in perspective by providing you with the current price, profit or loss, income, and current yield on items held in your portfolio. I will help evaluate whether certain estate planning techniques- such as a trust are appropriate for your individual circumstances. I will use a team approach to coordinate estate planning with you and your attorney. Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. I will help ensure that your investment plan is put into action and that it is coordinated with your attorneys and accountants on your behalf.
About Wells Fargo Advisors
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.