You Set the Goals – We Set the CourseAs a Financial Advisor to a select group of families, I am able to focus on each client's specific needs and develop strategies that help them pursue and attain their financial goals. My objective is to help clients reach these goals without taking unnecessary risk and without sacrificing their lifestyle. It is my practice to collaborate with client's advisors, including estate planning attorneys, CPA's, and insurance specialists. I earned the Wells Fargo Advisors Financial Network Platinum Council Award in 2014-2015 and 2018-2019. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY only.CA License number: 4184127Resident State: FLRegistrations Include:Series 9 & Series 10- Securities Sales SupervisorSeries 3- National Commodity FuturesSeries 7- General Securities RepresentativeSeries 66 - The Uniform Combined State Law Examination Life Insurance & Variable Annuity Insurance Licensed/*********/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.