Our financial advisory team has over 50 years of investment management experience.  We will develop a lifetime investment plan specific to the needs of you and your family.  Our experience through various market trends and economic landscapes will help guide you to your financial goals and build a reliable relationship.

Mission statement:
We are here to provide financial guidance tailored to fit your needs today and tomorrow. We will be there for you through all of life’s changes, creating your long-term financial growth. Together we will make sure you retire comfortably and remain comfortably retired.


Philosophy:
As partners in your future, we provide context for the chaotic events of the day. The integrity of our plan will allow us to align our actions with our deeply held values and maintain consistency in our behavior.


What to Expect:
Much more than just financial returns and planning for your success, we do have genuine interest in you, your family, and your community. 

  • Timely communication and availability to meet your needs via email, call, text, zoom, or in person.
  • An understanding of any fees associated with our recommendations and the reason we believe it will work for you.
  • A personal relationship that will grow beyond your investments and last a lifetime.
  • An email review of meetings, to confirm plans made and next steps for our team.
  • Professionalism, transparency, and experience that goes hand in hand with 50+ years of experience.

What we expect:
  • Your trust that our team will take care of you and your needs.
  • You will enjoy working with us as much as we will enjoy getting to know you and your family.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, CO, FL, IL, IN, KS, LA, MN, MO, MS, MT, NC, NJ, NM, NY, OH, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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