I believe each client relationship is built on trust, maintained by frequent and open communication and sustained with the highest level of service and advice. I focus on each person's individual goals and dreams. I help clients build, preserve, manage, and transition wealth. This includes liability management through affiliates. I develop strategies designed to help ensure optimal investment potential while following a disciplined strategy. I focus on a client's retirement planning, income distribution during retirement, and estate transition. I strive to provide a holistic, comprehensive wealth management service to include all of the cornerstones of wealth delivered with the highest level of personal service and professional integrity. My commitment to service carries over to my involvement with my local community organizations and activities. This information is intended for use only by residents of AL, AZ, CA,DC, DE, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, and WI only. /*********/ 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