Career Exit Retirement Strategy
Comprehensive planning to map your ultimate career exit strategy to help achieve your vision of retirement.
With over 20 years of experience, I work with my clients to help build a roadmap to help them exit their working career and achieve their vision of retirement.
My planning approach focuses on 4 key cornerstones to help achieve your goals:
1) Creating a comprehensive plan to address retirement & investment planning, estate planning strategies, insurance protection and charitable gifting strategies. Learn More
2) Employing a disciplined process using the advanced technology of E-money Advisor® to help connect your money to what is important in your life. Learn More
3) Drawing on integrated planning strategies and the deep resources available throughout Wells Fargo Advisors Financial Network. Learn More
4) My clients include working with Individuals & Families, Executives & Professionals and Business Owners.
As a Senior Financial Advisor with Wells Fargo Advisors Financial Network and previous certified business education teacher in finance and marketing, I take an educational approach to finding solutions to address their financial goals throughout life and explain complex financial and economic concepts in a way that is easily understood so they can pursue their passions to the future.