My Backround: I have more than 31 years of experience in the financial services industry and provide my clients with the highest level of personal professional service. I specialize in technical analysis and use it to create comprehensive retirement and investment plans. I strive to fully understand your financial goals and use technical analysis to create a suitable investment program that I can monitor on a regular ongoing basis. I serve as your "financial gatekeeper" based on my experience in the financial markets. I work with individuals, families, and small business owners to choose the best financial plan using individual securities, mutual funds, ETF's and premier money managers to reach their financial goals. I use my experience and study of financial market history as well as the extensive resources of Wells Fargo to help manage your assets and reach your financial goals. I offer a comprehensive approach to income planning, tax free investing, asset accumulation, asset preservation and asset distribution depending on your situation. I have been married to my wife Mary for 38 years, have five grown children, Brendan, Claire, Annemarie, Aidan, and Katie as well as two dogs, Buddy and Huck. During my free time I enjoy swimming, spinning, gardening, traveling and Major League Baseball. My associate: Katherine Lee, Vice President, Senior Registered Client Associate. To learn more about me and my practice, please visit my website at: *This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IA, IL, IN, MN, and OR 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