Comprehensive Services
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.
Life Transition Strategies
- Job change
- Coping with Illness
- Marriage
- Birth of a child
- Retirement
- Death of a loved one
- Sudden income
- Divorce
Education Planning
- Education savings strategies
- Invest for children or grandchildren
- Identify suitable tax-efficient investments
Charitable and Community Giving
- Charitable planning
- Strategies to instill philanthropic values in the next generation
Access to banking and lending services through Wells Fargo affiliates**
- Residential mortgage
- Home equity financing
- Securities-based lines of credit
Coordination with CPA & Attorney***
- Coordinate collaborative meetings
- Review of legacy documents and tax returns
- Implement tax-efficient investing strategies
* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
** Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
***Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.