What is a Private Wealth Financial Advisor (PWFA)?

As a Private Wealth Financial Advisor, I work with a select group of clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, I coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

Complex wealth management challenges require elevated services and capabilities

I am committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. I also work with Wells Fargo Private Bank specialists to provide you with access to guidance across many aspects of wealth planning, such as:

  •  Legacy planning

  •  Lending needs

  •  Investments

  •  Philanthropic strategies

  •  Wealth and retirement planning

  •  Family dynamics

  •  Fiduciary services

This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.

An advisor with a depth of resources you can depend on

Along with specialists from Wells Fargo affiliates, I will happily engage in an ongoing dialogue with you and your other advisors to help make sure you remain on track for your goals.

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), Member FDIC, 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.



WF-KW mountain line graphic 1800x150px.png
Couple reviewing information on tablet

Our Philosophy

Open and regular conversations help keep your investments on track and hold me accountable.

How can I help you?

Backed by the expertise and resources to help you create, plan, and achieve your long-term financial goals, I look forward to getting to know you, your family, and what matters most to you.

1201 Pacific Avenue
11th Floor

Tacoma, WA 98402