Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

With roots dating back to 1879, it grew through mergers with some of the most respected regional and national financial companies. Driven by a strong and abiding commitment to service, the firm helps its clients succeed financially with investment planning and provides advice for helping them achieve their life needs and financial goals.

A non-bank affiliate of Wells Fargo & Company, Wells Fargo Advisors prides itself on exceptional service based on trust and knowledge, having built a corporate culture that puts client needs above all else.

Wells Fargo Private Bank is a part of Wells Fargo & Company’s banking branch and helps high-net-worth and ultra-high-net worth individuals and companies execute and maintain their wealth plan.

For clients that utilize the Private Bank, we work with Wells Fargo Bank specialists to provide guidance across various components of wealth planning, such as:

Legacy Planning | Wealth and Retirement Planning | Investment and Lending Needs

Philanthropic Strategies | Fiduciary Services

_{The Wells Fargo Private Bank experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Wells Fargo Private Bank experience.}