As a Senior Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select investments to developing a retirement plan. With access to a broad array of company resources - including research analysts and economic and market experts - I can help you make informed investment decisions based on your specific needs.

I currently manage over $190 million in client assets as of July 7, 2026. Investing is complex and investors should have an experienced investment team to help them achieve their financial goals. Even the most intelligent consumers may not have the time to read financial journals, keep up with domestic and international markets, or properly construct their investment portfolios.

Individual investors may struggle with managing inflation and taxes, both of which may eat away at investment returns over time. Portfolios may suffer from emotional decision-making, which commonly occurs when investors manage their own retirement, savings, and college accounts without expert advice from a professional advisor.

My extensive experience and knowledge of financial markets allow me to individually tailor my clients' investment portfolios to each client's long-term goals and risk tolerance. I will help you to create and adhere to your personalized investment plan. I can guide you toward investments that provide the potential to lower your portfolio risk while striving to achieve your target on your individual investment plan. Wells Fargo Advisors is not a legal or tax advisory firm, but I work with clients' tax advisors and attorneys to assist clients in reaching their financial objectives.

CA Insurance License #: 0I46330. Resident State: CA