I lead a team of eight expert wealth management professionals that help a small group of families manage their wealth. I am a financial advisor with the CERTIFIED FINANCIAL PLANNER certification and the Certified Investment Management Analyst and Certified Private Wealth Advisor designations, and have the practical experience of guiding clients over the last 20 yearsa time period that included two of the worst stock market crashes in US history. Most importantly, I have been a part of helping clients retire, send kids to college, make a difference at countless non-profit charities, and pass wealth to children and grandchildren. I am extraordinarily blessed to consider my clients to be my friends and family. This information is intended for use only by residents of: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, MA, MD, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA. Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. CA Insurance License Number OF88000 /*********/ 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 