2019, 2020 and 2021 Forbes Best-In-State Wealth Advisors My practice at Wells Fargo Advisors specializes in helping people manage their investment assets through a comprehensive investment planning process. I tailor each plan to specifically match the client's risk tolerance with their financial goals and objectives. We have a broad range of clients with a focus on business owners, executives and retirees who are in need of professional, non-biased advice on their existing investment portfolios. My scope also encompasses counseling young professionals who are making a commitment to helping build a substantial future retirement nest egg. **This information is intended for use by residents of AZ, CA, FL, GA, IL, KY, MN, MO, MS, MT, NC, ND, NE, NJ, OH, OR, TX, UT, VA, WA and WI only. **The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. /*********/ 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 