As your trusted Financial Advisor, I help you and your family organize your financial affairs and build a Roadmap support the life you’ve envisioned. Together, we will explore the most appropriate products and services to help achieve your financial goals and lifestyle needs.

Wealth Planning

Clarify goals, values, and objectives

Comprehensive planning strategies

Personalized Financial Roadmap

Spending and saving strategies

Financial education and counsel



Investment portfolio review

Portfolio management strategies

Cash flow strategies


Retirement Planning

IRAs and distribution options

Roth IRAs and conversions

Retirement savings strategies

Tax-efficient income replacement strategies

Qualified Charitable Distributions

Social Security and Medicare strategies


Estate Planning Strategies

Charitable giving strategies

Donor Advised Funds

Wealth transfer strategies

Beneficiary and account titling review

Education Planning

College savings strategies

529 plans

Private school funding


Executive and Professional Services

Concentrated stock strategies

Executive compensation planning


Risk Management/Insurance

Life insurance review

Long-Term Care planning

Disability insurance


Access to Lending Services Through Wells Fargo Affiliates*

Securities-based financing

Residential mortgage purchases & re-financing

Home equity financing


Coordination with other professionals

Collaborative meetings with CPA and Attorney

Implement tax-efficient investment strategies

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.

*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. 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