Designing and Building Worthwhile and Fulfilling Retirements I am focused on helping my clients design and build a worthwhile and fulfilling retirement. Life is way too short and should be lived with purpose and meaning. In creating a set of blueprints to construct a building, the architect starts with the end in mind and then works backwards to design the structural components necessary to support the structure. A solid retirement plan must also start with the end in mind so that the appropriate investment decisions are aligned and support your unique retirement vision. I graduated from the University of Wisconsin Oshkosh with a bachelors degree in Finance and entered the financial services industry in 1991. In 2015, I was involved in a robbery where I was the victim of a gunshot wound to the head. Sitting in my car, I was robbed of $30 and was shot just in front of my left ear. Miraculously, the bullet lodged into the cochlea and didnt enter (or exit) my grey matter. As you can probably imagine, this was a life-changing event for me and my family. If the bullet trajectory was just a few millimeters different, the outcome would have been much more tragic. This event reinforced my belief that life is precious and should be lived with purpose and meaning. My twin children seem to fill much of my free time. They are very active in soccer and volleyball so my wife and I spend a fair amount of time cheering from the stands. I am also very active in the Oshkosh Freemasons and in Boy Scout Troop 601 where my son earned his Eagle Scout (thanks for letting me brag a little!). This information is intended for use only by residents of AZ, FL, IL, LA, MN, NV, VA, WA & WI. /*********/ 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 