Senior Registered Client Associate
Background and Experience: I began my career in 2010 with Wells Fargo Advisors. Now a Financial Advisor with the Heberle, Helm, Ferguson Group of Wells Fargo Advisors, I take pride in working for a firm that puts you first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. I have been an active member of the local community for over 10 years.
Focus: As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
Comprehensive Investment Planning: Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
Retirement Income Planning: An aspect of retirement planning that's often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals – whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life.
Heritage of Client Service: Wells Fargo Advisors, which traces its roots to 1879, grew over the years through mergers with some of the industry's most respected regional and national firms. Throughout their histories, our predecessor firms were known for exceptional service based on trust and knowledge and for cultures that put client needs above all else. Wells Fargo Advisors offers an objective and holistic approach that provides ongoing financial strategies for all aspects of our clients' lives.