Risk Management – A crucial part of your Financial Roadmap

Keeping you and your family protected without depleting your investments is critical to your financial success.  Because the future holds many uncontrollable circumstances, I help you review your policies, determine your insurance gaps, and provide you with access to a wide range of insurance coverages that can protect your financial security. These include disability, life, and long-term care insurance.*


Lending - Access to Lending through our Affiliates**

As a Wells Fargo Advisors client, you have access to securities-based lending, residential mortgages, home equity financing, credit cards, and business financing through Wells Fargo Advisors or affiliates of Wells Fargo.

Learn more about our comprehensive services.

*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.  This is not, in any way, intended as an invitation to replace your existing coverage.  Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transactions costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product.  Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.

**Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. (NMLSR ID 399801)< Member FDIC , and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg