Team Overview

We take a team approach to financial advisory. At the core is a Financial Advisor(s) overseeing how your investments fit with your goals and needs. The Financial Advisor(s) meets weekly with the other team Financial Advisors and Client Associates to discuss portfolio management and planning topics including retirement planning, risk management through insurance planning and estate implications. Our team's Financial Advisor(s) consult with strategic partners throughout the client management experience on your behalf. In addition to supporting your legacy planning goals, we are building a legacy planning practice to support you and future generations to and through the decades ahead.

Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Advisors is not a legal or tax advisor.

Lending and banking services offered through Wells Fargo affiliates.