Managing Director - Investments
Using sophisticated investment strategies and access to a broad array of specialized wealth management services, we continue to manage and develop strategies designed to help grow and preserve your family’s wealth for the future.
| Wealth Planning Identify sources of income Optimize spending and saving priorities Develop and implement the plan Personal Financial Organization Clarify values, goals and objectives Assess current financial situation Identify short-term and long-term financial priorities Consolidate accounts and assets Asset Management Review portfolio holdings Implement custom strategies Employ cash flow strategies Private Banking Services* Through our Wells Fargo affiliates, we can access private banking services. Learn more Risk/Insurance Planning** Customized risk management Access life insurance and long-term care insurance |
Liability Management* Liability analysis and optimization Through our Wells Fargo affiliates, we have access to banking and lending products and services, including: Securities-based financing Residential mortgages Home equity financing Business financing Credit cards Coordination with CPA & Attorney*** Coordinate collaborative meetings Review of legacy documents and tax returns Implement tax-efficient investing strategies Estate Planning & Philanthropy*** Review beneficiary and account titling Implement trust, estate and wealth transfer strategies Establish philanthropic and gifting techniques Life Transitions Strategies Death of a loved one Job change Marriage Birth of a child Sudden income Divorce Charitable and Community Giving Discuss various charitable techniques |