As a Financial Advisor I am dedicated to helping individuals and businesses develop financial strategies that line up with their needs goals and risk tolerance. I take a comprehensive approach to wealth management which encompasses all aspects of investing liability management risk management and trust estate and fiduciary services. By this approach I help individuals families and businesses to build manage preserve and transition wealth.
My process begins by listening to my clients and gaining an understanding of their current situation and their future goals. I analyze the information the client’s share with me and I go to work. I develop various strategies to address the client’s concerns and objectives until I arrive at a strategy specifically designed for my client always being mindful of controlling costs and expenses. It is extremely important that clients understand my recommendations before I explain in depth my findings and with agreement I implement those strategies in an independent objective and unbiased manner. As life circumstances change so must the investment strategies used. For that reason I offer ongoing meetings to clients to evaluate the progress and make adjustments to the plans as necessary.
I am proud of the education training and ongoing commitment to professional development that I bring to each relationship. With my education experience and background I provide the utmost due diligence and service to my clients and with my wide range of accomplishments bedside manner and active listening skills I have the ability to educate and advocate for my clients in order to help my clients and their families succeed financially.
INVESTMENT AND INSURANCE PRODUCTS
NOT FDIC – INSURED
NO BANK GUARENTEE
MAY LOOSE VALUE
Wells Fargo Advisors is a trade name used by Wells Fargo Clearings Services LLC Member SIPC