How We Serve

We believe in putting the clients first, all the time. Our team will work closely together to help ensure that your goals match an effective investment plan.

We Begin by listening to you.

We bring our collective education and experience to each client relationship. We direct our energy, passion and expertise to the process of helping our clients succeed personally and financially.

Getting to Know You

Financial Overview

Analysis & Plan

Advice & Implementation

Your Progress

Service & Reviews

We Harness The Vast Resources of Wells Fargo Advisors
Financial Network

We bring the services, resources, and strength of Wells Fargo Advisors Financial Network. We are supported by an outstanding team of estate planning attorneys, tax planning specialists, and insurance specialists, increasing the breadth of expertise we provide clients.

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 (AL, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NY, OH, OK, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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.

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