My mission is to be a trusted partner in your financial journey
Someone who listens, understands, and helps you make confident decisions about your wealth. I’m here to simplify the complex, provide clarity in uncertain times, and build a plan that reflects what truly matters to you and your family.
Whether you're growing your legacy, preparing for the future, or navigating life’s transitions, I’m committed to walking alongside you with care, expertise, and integrity.
A Personalized Approach to Financial Planning.
I believe wealth planning should be clear, collaborative, and tailored to your life. Here’s what you can expect when working with me:
We start with a conversation—learning about your goals, values, and financial picture.
This is where we listen, ask thoughtful questions, and begin building a relationship based on trust.
Using what we’ve learned, we design a personalized financial strategy that may include investment planning, retirement income, tax efficiency, estate planning strategies, and risk management.
We put your plan into action, coordinating with your CPA, attorney, and other professionals to help ensure every piece fits together seamlessly.
Your life evolves—and so should your investment plan. We meet for timely review of your progress, adjust strategies, and help keep everything aligned with your goals.
We’re here to help you understand your options and make informed decisions. Our goal is to ensure you feel confident and in control every step of the way.
Wells Fargo Advisors does not provide tax or legal advice.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
Everyone could use an estate plan – not just the wealthy.
Estate Planning Strategies
- Everyone could use an estate plan – not just the wealthy.
- 5 documents are essential for many estate plans.
- An estate planning attorney and your accountant will work with your Financial Advisor.
Estate Planning: a matter of control
You might associate estate planning with famous people you see in the news. In fact, estate planning could be appropriate for everyone.
Consider your assets: bank accounts, investment accounts, 401(k) or 403(b) plan accounts, house, cars, jewelry, and heirlooms. This is your estate and your estate plan can define what you would like to happen to these assets when you die.
An estate plan can also take care of you as you get older or if you become ill or incapacitated. Being wealthy has little to do with it.
If you don’t make your own plan, your family may be left scrambling at an already difficult time. Bottom line: If you don’t decide, someone will decide for you.
Five essential documents
These five documents are often essential to an estate plan:Will
Durable power of attorney
Health care power of attorney
Living will
Revocable living trust
Why beneficiary designations are important
Beneficiary designations can be an easy way to transfer an account or insurance policy when you die. But if you didn’t complete beneficiary designations, or haven’t updated them, they can cause issues with your estate plan.
Designations on forms are often filled out without much thought – but they’re important and deserve your attention. Beneficiary designations on forms like your insurance policy and 401(k) take priority over other estate planning documents, like your will or trust.
Let’s say you specify in your will you want everything to go to your spouse after your death. But you never changed the beneficiary designation on your life insurance policy and it names your ex-spouse. Your ex may end up getting the proceeds.
Turn to a team of professionals
Making the decisions involved with estate planning may seem overwhelming. It doesn’t have to be. You can start by organizing your important documents.
Turn to a team of trusted professionals, including your financial advisor, an estate planning attorney, and your accountant. They know the questions to ask and can help you avoid potential pitfalls.
If you currently don’t have relationships with an attorney and an accountant, we can make some recommendations. We can also discuss our role in the planning process and how you can get started.
Next steps
- Make an appointment with us to talk about your estate planning goals.
- Start gathering your financial documents.
- Check the beneficiary designations on your financial and investment accounts.