As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ certification, I focus on assisting families and business owners in Northern Colorado with developing and executing a comprehensive investment plan. After establishing a solid plan, I work with clients to make changes as needed. The interest of my clients is always my first priority, and I firmly believe in building trusting, long-term relationships with clients who value personalized, professional service. Key Focuses include:• Income distribution • Retirement planning • Tax-efficient strategies• Generational Wealth Transfer• Wealth Preservation Strategies• IRA Techniques• Long-term care, disability, and life insurance strategies• Investment PlanningWells Fargo Advisors is not a legal or tax advisor. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. This information is intended for use by residents of AK, AZ, CA, CO, FL, GA, IL, MT, NJ, OR, SC, TX, UT, WA, WI, and WY 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