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^TM (CFP^®), a designation conferred by the College of Financial Planning upon completion of a rigorous study and examination on financial 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.

CA Insurance License Number 0C04025. Resident State VA


*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.