With over 15 years of broad-based experience in the financial services industry, I am dedicated to helping individuals and families develop financial and investment strategies that align with their needs, goals and risk tolerance. My mission is to form long lasting relationships by providing every client with targeted, comprehensive investment advice — delivered with a high level of personal service and professional integrity. As a Financial Advisor with Wells Fargo Advisors, I am able to offer a wide array of services. The framework starts with the investment Plan. We begin building this by defining and prioritizing your goals. Once a plan is agreed upon, the investment approach is plan driven. For portfolio construction, I depend upon the principles of strategic asset allocation, diversification and professional management. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. My Areas of Focus:IRA’s & IRA OptionsRetirement PlanningIncome Producing InvestmentsEducation Funding & 529 PlansEstate Planning StrategiesSeries 7, 66 registered, Life Insurance/Variable Annuity/Accident and Health LicensedThis information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, and WI 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