I provide personalized investment advisory services to assist my clients in achieving their life goals. Once we develop a personal relationship founded on trust and candor, we implement a strategy that integrates your resources and plans. For 15 years I have worked with clients in an effort to simplify the daunting process of investing their money to be able to reach their goals. Active in my community, I have been president of the Catawba County Partnership for Children (Smart Start), was a former board member of the Hickory Rotary Club, the Hickory Jaycees, the Mission Committee at First Presbyterian Church, and the Catawba Science Center, co-chairing the Development Committee. I also am a former Assistant Scoutmaster for Troop 231 in Hickory.This information is intended for use by residents of CA, CO, DE, FL, GA, ID, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social