Helping Clients Build, Manage, Preserve, and Transition Wealth by -- - Listening and understanding our clients financial needs, goals and objectives; - Developing strategies and solutions to assist them with the four cornerstones of wealth: Investments Cash Liability Management Insurance Estate Planning Strategies - Providing independent, objective and unbiased advice in a cost-effective manner; - Monitoring and evaluating customized plans for each client and recommending adjustments to their plans given material changes in the markets or major changes in their lives and the lives of their family members. Please visit our website at for information about our practice and the services we provide to our clients. This information is intended for use by residents of Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin only. CA Insurance Producer License Number: OK33102. Resident State: NC Please contact me by e-mail or by phone 704-715-4985. I cannot respond to messages through LinkedIn InMail. /*********/ 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