We focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights helps address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
We serve individuals and businesses in all areas of investment planning, including:
Retirement Planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
Tax Management - Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies - Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.
Risk Management - Reviewing existing insurance policies. Finding the best policy for your situation.
Investment Planning - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits - Help attract and retain, through Wells Fargo affiliates, qualified employees through benefit packages.
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. 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 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 favtors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction 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 exisiitng coverage.