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As a Financial Advisor at Wells Fargo Advisors, I am passionate about helping my clients navigate the complexities of personal finance to achieve their goals. My practice is centered on providing sound investment planning, managing investment portfolios, and guiding individuals through key life decisions. I graduated from Pomona College in Claremont, California, where I was an Academic All-American on the Men’s Golf Team and earned a Bachelor’s degree in International Relations. After college, I earned my Certificate in Financial Planning from New York University and proudly hold the CERTIFIED FINANCIAL PLANNER® certification. Outside of my professional work, I serve on the Greensboro Committee for First Tee, a nonprofit that uses golf to teach children life skills such as discipline, goal setting, honesty, and perseverance.
Certificates
CFP
About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Investment expertise and advice in an effort to help clients succeed financially
