How I work on your behalf

As you may know, there are an overwhelming number of investment vehicles available to investors today. Because I seek to simplify this aspect of wealth management, I focus on providing a combination of investment options that are designed to offer benefits including customization, tax efficiency, and transparency.

My investment philosophy and approach to wealth management 
I prefer to have open, frank conversations with you during which I can learn about your financial and legacy goals, all of which help me understand your full life picture. I then help prioritize your needs and develop a plan to help you find and enjoy financial freedom.

As your life goals change with time, I will make any necessary adjustments to your plan. I understand that your personalized investment plan requires revisions as your life evolves. With this in mind, I never take a “set it and forget it” approach.

Instead, I draw on the extensive resources and expertise of Wells Fargo & Company to deliver customized investment strategies throughout the entirety of our relationship. Additionally, I will work closely with your other professionals, such as estate planning attorneys and tax professionals, to provide coordinated communication and ensure proper execution of a cohesive plan.

Time vs. Timing

Trying to time the market is typically futile. Instead, I prefer to teach you to focus on a more strategic, long-term approach to investing and to block short-term noise and emotions from the decision-making process. I have managed wealth in both bull and bear markets, and this level of experience and perspective has enabled me to always make a calm assessment of the current environment.

By employing a long-term approach to planning in which your return objectives, risk tolerance, and investment constraints are all integrated, I believe you will be better positioned to achieve your life goals. Remember, time in the market is much more important than trying to time the market.

Strategies and solutions designed to meet your objectives

After I fully understand your circumstances and your goals, I then help you develop an integrated, long-term wealth strategy that addresses multiple aspects of your life. I also help identify and protect you from potential blind spots while addressing the full spectrum of your wealth management challenges.

Your needs are complex, but access to solutions and resources shouldn’t be

Preparing the next generation

My multi-generational investment planning approach allows me to build relationships with your family. When you are ready to have additional family members meet with me, I take the vitally important first step of starting a dialogue that lets you begin to share the critical insights and information that you are prepared to share about your investment plan.

Coordinating your estate and succession planning strategies

Estate and business succession planning are broad and complex subjects. Based on deep conversations and gaining an in-depth understanding of your needs, wishes, and challenges, I can ensure your plans are structured to help you realize your most important goals for the future of your family, your business, and more, in coordination with your tax and legal professionals.

Wealth management

A well-designed plan should reflect your long-term goals and comfort level with risk and will serve as the foundation of our ongoing relationship.

Managing a family business

If you’re a business owner who is growing a business, transitioning operations, or selling your business, I can introduce you to specialists at Wells Fargo Bank who can explore the wide scope of options available to you.

Defining your legacy

I am dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs.


Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company