Working with Individuals and Families

Building deep relationships with you and your family takes time and trust.


As Financial Advisors, we leverage the expertise of our team members and the resources of Wells Fargo Advisors to help manage your wealth more efficiently. We design strategies to grow, preserve and manage your wealth now and into the future.

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  • How much do we need to be setting aside for retirement now?

  • How will a job change at this point in our career effect our retirement planning?

  • What can I do to potentially reduce the taxes I am paying on my investments?

  • How should I plan for healthcare costs in retirement?

  • How can I make the most of my philanthropic giving?

  • What are appropriate ways to help fund my children or grandchildren's education costs?

  • How can I prepare for personal and financial independence as I age?

  • Are my insurance and risk management plans appropriate?

  • How do changes in estate taxes impact my overall wealth plan?

  • How can I put together a legacy plan for distributing my estate according to my wishes?



Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Schedule a complimentary planning review. Email us. 

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

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI). 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 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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.

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