Helping build, manage and preserve wealth for a select group of clients is my life’s work. Being there for my clients throughout all of life’s transitions – planned or unplanned – is my honor and privilege.Solving complex, multi-faceted problems has always intrigued me. Earning a B.S. in Chemical Engineering from Notre Dame taught me to design, develop, test, apply and supervise the conversion of raw materials into safe and useful products. For the past 20 years I’ve been immersed in a different type of chemistry - financial chemistry - engineering prudent, cost-effective solutions and strategies to address my clients’ needs relating to investment planning strategies; liability management; non-portfolio risk management; and estate planning and fiduciary services. * Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.As a CERTIFIED FINANCIAL PLANNER (TM) professional and a Certified Investment Management Analyst® I am committed to advanced training and ongoing professional development; however, I am even more committed to personal communication with my clients which always revolves around listening. Listening to and listen with my clients - understanding their current situation, their past experiences and their aspirations for the future. Everyone is unique and different and I can’t stress enough the importance of understanding, compassion and listening.Away for the office I’m devoted to my family and friends. My family serves as a constant reminder of what matters most, and the impact that my work has on the lives of my clients and their families, now and for years to come.This information is intended for use by residents of AR, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MO, NC, NJ, NM, NY, OK, PA, TX, and UT only.CA Insurance License Number: 0F02112. Resident State TX./*********/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