Mission: My mission is to deliver independent, unbiased advice, provide full transparency, and operate in each client’s best interests.Experience: With over 30 years of experience on Wall Street and as a Chartered Retirement Planning Counselor I am ready to guide you through the ups and downs of the market and the challenges and opportunities of everyday life.Advice: We provide the advice and services to help our clients build and maintain wealth: investment planning, portfolio management, risk management, liability management, pre- and post-retirement planning, estate planning strategies, and more. Communication: Effective two-way communication is a core component of a successful, lasting client/advisor relationship. We listen, understand, educate, and inform through regularly scheduled meetings, portfolio evaluation & reporting, proactive communication, and prompt responsiveness to client requests.Wells Fargo Advisors Financial Network does 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.This information is intended for use by residents of CA, CT, FL, IL, MA, MD, MO, NC, NH, NJ, NY, OR, PA, PR, TX, and WA only./*********/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.