Wealth Management with Purpose. Integrating values, vision and wealth. With nearly 20 years of experience as a Financial Advisor and a Certified Financial PlannerTM, I employ my LifeSpan Wealth Management Process to provide a truly customized experience addressing the needs of traditional and non-traditional couples and families. My planning includes investments, wealth distribution, education funding, retirement, risk management, wealth protection and employee and executive benefits. I began my career as a Financial Advisor with Prudential Securities, a predecessor firm of Wells Fargo Advisors. In 2013, I earned the CFP and the ADPA certifications. These certifications designate an advanced level of professionalism as well as an ongoing commitment to maintain technical competency, abide by a code of ethics, and adhere to financial advisory practice standards. Growing up on a large family farm in Idaho, I learned three principles that still guide me today: few things in life are certain; plan for the future; and the concept of stewardship. I earned an Engineering Degree from Oregon State University and went on to spend 11 years in the paper-board packaging industry, managing projects in multiple international and domestic locations. I spend my free time with my wife Lois, a hypnotherapist. We have four adult children and we like to stay active both physically and mentally; when we aren't working in our gardens under the watchful eyes of their two tuxedo cats, we enjoy dancing traditional ballroom and Argentine Tango. This information is intended for use only by residents of AL, AZ, CA, CT, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, SC, VA, VT). /*********/ 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 