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Team Biography

We know how hard our clients work for their money and why. They do it to build a better life for themselves, for their families, for their friends and for the greater community. We work just as hard to help ensure the life they envision is the life they achieve.

We are a team of dedicated professionals offering comprehensive multi-generational family wealth management services, with an unwavering mission to ensure our clients lives are fully actualized. We bring extensive experience and skills and integrate a range of capabilities including, comprehensive investment planning strategies, asset management, risk management and insurance, and provide access to lending and banking services through Wells Fargo affiliates.  We leverage our team's capabilities by providing you access to the full breadth and depth of Wells Fargo Advisors' global resources. 

Our relationship always begins with a thorough understanding of you – your needs, lifestyle, family, values, and goals for the future. And while your investment portfolio is always at the forefront of our minds, life is not simply a numbers game.  The concerns that matter most to you – avoiding conflict and entitlement in the family, developing passions to inform your philanthropy and the strategies to support it, or successfully realizing your legacy plans-requires special knowledge, experience and commitment.  We understand and make certain that your personal and family values will always remain at the heart of your overall wealth management strategy. 

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 (CA, CO, CT, DC, DE, FL, ID, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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