Focus

It is my honor and privilege to help a select group of clients build, manage, preserve and transition their wealth. My practice focuses on the four cornerstones of wealth: investments, liability management, risk management, and trust, estate planning strategies*. We adhere to a process which always begins by listening. This enables us to understand our clients' current situation, their past financial experiences and their goals and objectives. With the information our clients provide, we will develop strategies to help them achieve their goals in an independent, objective, unbiased and cost-effective manner.

Background & Experience

• Graduate of American University with a Bachelor of Science in Business Administration.

• Hold a CERTIFIED FINANCIAL PLANNER^®, a certification conferred by the College of Financial Planning upon completion of a rigorous study and examination on investment planning planning, asset and liability management, insurance and taxation. Certified Financial Planners must maintain their proficiencies through stringent ongoing professional development and are held to the highest standards in the industry.

Away from the office

I have a passion and love for music, and playing guitar, and believe it is similar to the fine tuning and timing characteristics inherent in wealth management. I am involved in the community and believe that giving back to others is of paramount importance in my quest to serve and be a better person.

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Focus

Since 1991, I have helped a select group of individuals, families and business owners build, manage, preserve and transition wealth. Our team is built on the four cornerstones of comprehensive wealth management:

• Investments

• Liability management

• Risk management

• Trust and Estate planning strategies*

We use a disciplined, client-centric approach, which includes listening and understanding client goals and objectives, studying and analyzing to develop solutions and strategies, explaining and implementing strategies in an independent, objective, unbiased and cost-effective manner, adjusting as personal situations change and when material changes occur in the financial markets.

Background & Experience

• Graduate of Providence College - Bachelor of Science in Business Administration.

• College internship in the financial markets

Away from the office

I believe strongly in giving back to the community and am actively involved in the Fort Hunt Little League coaching my two boys’ baseball teams. I see many similarities between managing youth baseball and managing client portfolios. The need for planning, communicating, educating and strategizing are key to being successful both on the field and in portfolio management.

CA Insurance License Number 4073104. Resident State VA


*Trust Services are available through Wells Fargo Bank, N.A. Member FDIC. Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.