What differentiates me from other financial advisors
Your needs are my primary concern. I care about you and your family, and make recommendations based on what is in your best interest.
Your financial well-being depends on more than your portfolio. By my working with your other trusted advisors, like CPAs, insurance professionals and attorneys, your investments are handled in an orderly and appropriate manner that helps make your life simpler.
You are not like every other investor. I custom fit a wealth plan that meets your goals and comfort level.
Your goals and needs are the reason we work together. You must work with someone whom you can trust and rely on. The same is true for the firm you invest with. I take pride in Wells Fargo Advisors’ emphasis on doing what is right for our clients as wells being one of the largest wealth managers.
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Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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