Client First Service

We believe that the stronger the connection we have to you, the better we can add value as your advisor. That's why we make a commitment to build enduring client relationships based on integrity, trust and personal service. Our team's commitment includes:

Honesty and Trust

We are connected to you through community and friendship. As your planning needs evolve, we will evaluate the options available and provide you with a thorough understanding of the financial impact of each choice, so you are positioned to make the best decisions for you and your family.

Straight Talk

Investment planning does not need to be complex. We take the time to listen to your questions and explain our recommendations in straight forward terms, avoiding jargon and unclear terminology.
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Direct Access

We are local and are available when you have questions or would like to discuss a financial issue or opportunity, we are here to provide you with trusted advice and insights.

Follow Through

We recognize that planning is an ongoing process so we break down each step along the way and work with you to accomplish them so you are prepared to handle each key milestone throughout retirement.

 

We pride ourselves on developing financial strategies designed to allow you to enjoy life and reduce worry about your finances.

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 (AZ, CA, CT, FL, GA, IL, IN, MA, ME, MI, NC, ND, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VT, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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