I’m dedicated to a wealth management approach that’s centered around my clients’ priorities – their families, friendships, and favorite things. I take time to understand clients’ life beyond their money, which lays foundation to navigate their financial path. For each client, personal values and priorities inspire a customized plan. I make changes based on their choices and needs. These plans are designed to support their goals and keep them focused. I joined Wells Fargo Advisors in 1995 after receiving a B.S. in Marketing from Franciscan University in Steubenville, OH. After completing a rigorous educational program and examination, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning in Denver. I adhere to a professional Code of Ethics as a CFP® professional and complete strict annual continuing education requirements. Additionally, I’ve earned the title PIM® Portfolio Manager. Only a small percentage of Financial Advisors at Wells Fargo Advisors Financial Network meet these standards. The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.Outside the office, I’m an active member of family and church activities, enjoy traveling, hiking, golfing, and playing tennis. I serve as a volunteer and former Commander of the local Fraternus Chapter, a mentoring program for young men. My wife, Amy, and I have eight children – Kathryn, Grace, Christian, Jake, Mary Rose, Clare, and twins, John and Brigid. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, and WY only.CA Insurance License #0H79020. Resident State: NC./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.