Senior Vice President - Investments, Financial Advisor
My years of experience provides expertise across many areas of wealth and investment planning. Using sophisticated strategies and a personalized planning approach, I am there to help you and your family organize your financial affairs and build a plan to grow, protect, manage and transition your wealth.
Investment ManagementInvesting to work to achieve your vision of the future Risk profile assessment Rebalance strategies Retirement PlanningSocial Security claiming strategiesRetirement plan investments Retirement plan distributions Retirement income strategies Cash flow & budgeting Stock option grants or restricted stock Life Transition StrategiesJob changeCoping with Illness Marriage Birth of a child Retirement Death of a loved one Sudden income Divorce Education PlanningEducation savings strategiesInvest for children or grandchildren Identify suitable tax-efficient investments |
Legacy & Trust Planning*Wealth preservation and transition strategiesTrust and tax-efficient investment strategies Legacy strategies to control wealth transfers Family wealth planning with next generation Charitable and Community GivingCharitable planningStrategies to instill philanthropic values in the next generation Risk/Insurance Planning*Adequate insurance protectionManagement plan for incapacity/disability Healthcare expense planning Medicare options Long-term care strategies Access to banking and lending services through Wells Fargo affiliates**Residential mortgageHome equity financing Securities-based lines of credit Coordination with CPA & Attorney***Coordinate collaborative meetingsReview of legacy documents and tax returns Implement tax-efficient investing strategies |