With 24 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as an Account Executive with Morgan Stanley. In 1998, I joined Quick and Reilly, where I worked for 5 years. I then moved my financial practice to Wells Fargo Advisors in Atlanta. I have served Atlanta-area investors for 23 years and look forward to helping them meet their financial goals for many years to come. I have earned a Bachelor's degree in Mathematics from the University of Central Florida. In addition to applicable securities registrations, I hold a Master's of Business Administration from Georgia Tech. Committed to helping my community prosper, I am active with Congregation Or-Hadash. Away from the office, I also enjoy jogging, bicycling, softball, and the Atlanta Braves. My wife Rose and I live in Johns Creek with our children, Hannah and Danielle. This information is intended for use by residents of Georgia, Alabama, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Iowa, Kentucky, Minnesota, Mississippi, Missouri, North Carolina, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Washington D. C. /*********/ 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 Invested Wells 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