A Team Based Approach to Planning

Rather than offering a team of financial advisors with similar titles, duties, and knowledge, I focus on building a team of specialists around you that each have their own area of expertise. I will work with your attorney, accountant, and other outside advisors, to create a cohesive plan. I can also bring together a team of specialists from within Wells Fargo Bank, N.A. that will develop strategies for each piece of your financial life. With insights from the team, I’m able to create a strategy coordinated amongst your most trusted advisors.