At Bridgehaven Financial Advisors, I focus on cultivating deep relationships with my clients. I strive to thoroughly understand all aspects of my client's lives in order to discover opportunities to add value. By leveraging the resources available to me through Wells Fargo Advisors Financial Network, LLC, I develop innovative and customized wealth management strategies and solutions to help address the issues raised from the accumulation of substantial wealth. Expect to receive responsive service from the Bridgehaven team, as this is our standard for all clients. In addition, Bridgehaven will work closely with our client's other trusted advisors to deliver a holistic plan that may tie in all aspects of tax planning* along with their investment and estate plan strategies.I am a CERTIFIED FINANCIAL PLANNER™ professional as authorized by the Certified Planner board of Standards. The CFP® certification identifies those individuals who have met rigorous experience and ethical requirements of the CFP Board, and have successfully completed coursework and a comprehensive exam. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. In addition, I am a Chartered Financial Consultant® and an Accredited Investment Fiduciary®. I have obtained Series 3, 7, 9, 10, 63 and 65 securities registrations and am licensed as an insurance professional with experience in life, health, disability and long-term care insurance.* Our firm does not offer tax or legal advice.This information is intended for use by residents of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY only.CA Insurance License Number 0G97375. Resident State: NJ./*********/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.