Managing Director-Investments, Senior Pim Portfolio Manager
CurrentManaging Director - Investments and Senior PIM Portfolio Manager with over 30 years of experience in the investing and securities industry. Through a team practice with my son, we run an investment advisory practice dedicated to building, managing, preserving and transitioning wealth.We find strategies to address 4 Cornerstones of “Wealth”: Investments, Liabilities Management, Risk Management, Trust and Estate Fiduciary. A Planning First Strategy: we don’t know if we can help you if we don’t know what you want to accomplish.What we personally bring to the table:• Education, advanced training, and professional development.• Experience & judgment.• Decisions rendered with care, skill and caution.• Energy, resourcefulness, conviction and ingenuity.• The enormous capabilities and resources of Wells Fargo AdvisorsOur clients: a select group of families, individuals and business owners.We accept clients on a case by case basis based on personal compatibility and fit.