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Our Services

Our team advises retirement plan fiduciaries of both corporate and non-profit organizations. We also provide personal wealth management services to families, if their needs are complex enough to require our level of experience. 

Please see Our Institutional Consulting Process and High Net Worth Family Services pages for more information.  



Estate Planning Strategies

Estate Planning Services

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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Investment Products

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.

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Business Services

Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

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This information is intended for use only by residents of (AL, AR, CA, DC, FL, GA, MD, MO, NC, NJ, NM, NY, OH, SC, VA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals