Your Goals and Dreams, Our Guidance

Throughout my entire career as a Financial Advisor, my most deeply held principle is that clients come first. As a holder of the Chartered Retirement Planning Counselor™ (CRPC®) designation, one of the nation’s premier retirement planning credentials, I learned to create a “roadmap to retirement” for my clients.

Along with investment planning and investment services, I deliver conflict-free and unbiased advice, with no pressure to sell proprietary product. In consultation with world-class subject matter experts, I offer access to the resources and insights my clients need to get their financial affairs in order and help keep it that way.

EXPERIENCE: Investment Planning, Retirement Accounts , Equities, Fixed Income, Mutual Funds, Unit Investment Trusts, Closed End Funds, Exchange Traded Funds, Annuities, Life Insurance, Long Term Care Insurance, Cash Management and access to Lending Solutions.

Prior to joining the financial industry, I was in the United States Air Force with my final assignment at Andrews Air Force Base. Also, I am a proud University of Colorado Alum where I attained my Bachelor of Science Degree in Business and Finance.

My wife and I reside in Potomac, Maryland and love taking day trips to the Chesapeake Bay, where you can get the best crab cakes in the world. 

I am currently registered and can assist residents in the following states: AZ, CA, CO, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI

CA Insurance License Number: (0B77181). Resident State (MD).

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

Lending and other banking services are available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A.

Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, Holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.

Helping individuals, families, and businesses realize financial goals is the main driver for why I do this role. From a young age, my father showed me the path of investing with patience and practicing good financial habits. Not only have I teamed with him at Wells Fargo Advisors, I want to help anyone who has the desire to work together and use investments as a way to work torards their financial aspirations. Plus, we will have some fun along the way.

In 2021, I acquired the Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning™. As one of the nation’s premier retirement planning credentials, I learned to create a roadmap for pre and post retirement for my clients. 

Whether your goal is to save for retirement, travel more often, college savings for your kids, even general investing, we have products and services that can help.

I take into consideration each clients 'risk' tolerance, time horizon, and goals to provide a comprehensive approach to wealth management with an emphasis on planning. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of our clients in the hallmark of our client service model.

The market can be a roller coaster of a ride at times, but I am here to be a steady hand through any potential storm.

In my personal time, my wife and I explore new restaurants and cook together often. I also, cheer on the Nittany Lions as a proud Penn State Alum.

I am currently registered and can assist residents in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

CA Insurance License Number: (4140214). Resident State (MD).

Zumei Zhang, a Senior Brokerage Client Assistant - Officer has been at Wells Fargo Advisors since 2019. Zumei provides full administrative and client services, coordinating daily administrative duties, tasks and activities as well as office operations responsibilities.  Zumei worked in Wells Fargo Home Mortgage as Credit Counselor, Staff Auditor, Customer Service Coordinator and Office Manager for 22 years, and received a certificate in Money Management and Service Excellent Awards for outstanding performance.  Zumei has developed a strong sense of devotion for providing excellent service to meet the client needs and expectations at Wells Fargo Advisors. She received a BA in Mathematical Science from University of Maryland, Baltimore County. Zumei is Fluent in Mandarin and English.