Our Process

We serve individuals and businesses in all areas of wealth; we do not just mean investments. Our services include investment and asset management, access to banking and lending needs through Wells Fargo affiliates, risk management through insurance and other asset protection strategies, and estate, trust, and fiduciary planning.


We do this through a four-step process.
  1. Listen and understand our clients' unique needs and goals
  2. Go to work to study, test, and analyze the information shared to develop sound strategies.
  3. Explain our recommendations in plain English, and implement our plan in an independent, objective, unbiased, and cost effective manner.
  4. Monitor, evaluate, and adjust the plan as markets, market conditions, tax law and regulations, and aspects of our clients’ and their family members' lives change.
What you want today is probably not what you wanted 20 years ago, and most likely, your goals will change again in the future. That's why it is essential to have financial advisors who understand the importance of regular meetings, reviews, and calls. Throughout the steps, continual contact with our clients is vital to allow us to adjust and modify our recommendations to align with their goals.

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"Listening to our clients is the heart and soul of our practice."

*Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
***Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.