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Helping Clients Succeed Financially

I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

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Wells Fargo Investment Institute’s 2021 outlook for the economy, equities, fixed income, and real assets.

2021 Outlook - Forging a Path Forward

Wells Fargo Investment Institute highlights potential investment opportunities and gives ideas on how investors might benefit.

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News and Insights

Women and Investing

Women compromise more than half of the U.S. population, but no two women are the same when it comes to managing their money. When we

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Why I Love My Job

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This information is intended for use only by residents of (AL, CA, CO, DC, DE, GA, LA, MD, MO, NC, NY, OR, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products Are:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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