My primary focus as a comprehensive, successful wealth manager, is to build, manage and transition my clients’ wealth. By listening to their concerns, evaluating and reviewing their investment preferences, and offering unbiased advice with care, skill, and caution during shifts in both the stock and bond markets, I strive to deliver balanced investment planning services that are designed to help with income generation and portfolio growth. My team and I have developed procedures designed to deliver consistent, repeatable, and sustainable service to my clients and navigate them through critical financial events in their lives, while helping ensure they stay focused on their long-term goals.
Wells Fargo Advisors has recognized my professional accomplishments by naming me to the Wells Fargo Advisors Platinum Council from 2006-2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
I enjoy working with my clients and am honored that they entrust me with a wide range of their financial concerns. In return, I provide qualified, objective guidance to help ensure they stay on track with their investment plan or adapt it as personal circumstances change. I am proud to work for an advisory firm with vast access to products, services and technology and an emphasis on client investment security. I look forward to discussing your financial goals with you.
