As a Senior Financial Advisor with Wells Fargo Advisors, I can work with you as your trusted financial partner to help build, preserve and transfer your wealth through a long-term, one-on-one relationship. With a thorough understanding of your needs and goals, and disciplined financial planning process, I can create a personalized financial plan that helps work toward those dreams. I have been in the financial services industry since 2012. Once we agree on what is most important to you, together we’ll address the following to help make sure we leave no stone in your financial life unturned: investments, insurance, liabilities, qualified retirement plans, IRA distributions, executive stock options, business succession, retirement, durable powers of attorney, gifting, titling assets, executor/successor trustee issues, and distribution and charitable inclinations at death. I can work to guide you through life’s complexities and help you plan accordingly. This information is intended for use by residents of AR, AZ, CO, FL, IA, IL, IN, MN, MT, NC, NV, NY, 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
Listed skills include Estate Planning, Auditing, 401 Rollovers, Multitasking Skills, and 39 others.