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 investment, 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. Meet to 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 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.

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, CO, CT, DE, FL, IL, KS, MA, MD, ME, MO, NC, NJ, NY, OR, PA, PR, SC, TX, VA). 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.

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