Family Wealth Management is our private wealth management practice, and we are associated with Wells Fargo Advisors Financial Network to be the record-keeper, custodian, and facilitator of our client assets and account transactions. Our mission, as your primary relationship manager, is to help you navigate your financial roadmap, provide clear direction, and to be there with you as you attain lifelong goals. We manage wealth for a select group of clients. Our clients are entrepreneurs, corporate executives, retirees, professionals, high net-worth individuals, and other organizations. We have a long history of providing investments with predictable income and assisting our clients with identifying strategies to accumulate, preserve, and transfer their assets. This information is intended for use by residents of AK, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, and WY only./*********/CA Insurance License Number: 0D05924. Resident State UT.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.