My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. 

My extensive experience - throughout major shifts in the markets - enables me to help my clients by focusing on each investor's specific needs and goals.

I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses.  Long-term relationships are built on mutual trust and respect. This long-term approach provides objective timely financial advice, working together, in building and preserving wealth for my clients.

With an emphasis on continuing education, I have also earned the designations of Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA) ® and Chartered Retirement Planning Counselor (CRPC) ® 

For these designations, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Retirement Income Planning

An often-overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.

Estate Planning Strategies

I can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

Comprehensive Investment Planning

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Advice for Your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. You’ll enjoy the convenience and clarity of coordinating much, if not most your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.