As a Financial Advisor, I help individuals, families, and businesses plan for the future and accomplish their strategic financial goals. I take a holistic approach with a strong focus on long term planning and risk management. I believe in building investment plans that provide my clients comfort without taking unnecessary risks.I develop strong relationships built on a foundation of trust, honesty, and transparency. This allows me to provide more tailored recommendations that align with each individuals’ best interests. When my clients place their trust in me, I don’t take it for granted.I aim to deliver exceptional customer service with a focus on attention to detail while prioritizing accessibility, professionalism, and efficiency throughout my business.In addition to building investment plans and helping with retirement, I also assist clients with their insurance needs and legacy planning for future generations. I welcome the opportunity to work with my clients’ attorneys, accountants, and other trusted partners to best serve their specific needs. I strive to make a positive impact and add value to each client’s life while acting as part of their dedicated team.My greatest joy is spending time with my family. My wife, Kelsy, is a Program Analyst with the US Army Corps of Engineers. We have been blessed with two incredible children, Livie and Trace as well as a dog named River. I am a passionate college football fan, and enjoy golfing, fishing, or spending time outdoors. I’m also a member of the PGA of America and spent 10 years as a Golf Professional including 4 years at Augusta National Golf Club and 3 years at Merion Golf Club.This information is intended for use by residents of AZ, CA, DE, FL, HI, NC, NJ, NV, NY, PA, VA, and WA 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