With my team at TSG Wealth Management, my clients have access to exemplary investment and wealth management solutions coupled with world-class service. While I am the primary contact for identifying needs and implementing solutions, behind the scenes, we believe we have some of the most dedicated individuals in the wealth management industry working to help ensure that everything comes together as planned. At TSG Wealth Management, we pride ourselves on exceeding client expectations in each interaction.My primary areas of focus include:•Investment Planning•Retirement Planning•Estate Planning Strategies•Life Insurance•Long Term Care Insurance•Equities•Fixed Income•Mutual Funds•Closed-End Funds•Unit Investment Trusts•IRAs•529 Plans•Annuities•Providing clients access to Banking and Lending Services through Wells Fargo affiliates•Cash Management Services•Business Cash Management Services•Structured Investments•Options (for qualified investors)•Hedge Funds (for qualified investors)•Private Equity (for qualified investors)* Managed Accounts and Advisory SolutionsHaley and I live in Dana Point with our three children, Elle, Bronson, and Ella. We enjoy most things outdoors and can usually be found at the baseball field or at the beach during our free time.* Our firm does not offer tax or legal advice. CA Insurance Producer License Number: 0D83754, Resident State CAThis information is intended for use only by residents of AZ, CA, CO, IA, IL, MO, NM, VA./*********/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.