I am passionate about financial markets and thoroughly enjoy the ongoing challenge of understanding the complex relationship between financial markets, economics, tax policy, and other market forces on all areas of wealth management. I endeavor to help clients prepare for and achieve their financial goals throughout their professional lives and into retirement through diligent analyses of those market forces and by providing unbiased, independent investment advice. As a CERTIFIED FINANCIAL PLANNER professional, I am committed to adhering to the highest ethical standards by putting my clients interests first and always acting as their fiduciary. Following a rewarding career as a financial industry regulator, I knew that turning my attention and focus to working directly with clients from that of serving the broader investing public would deliver a more meaningful impact and superior client experience than what many investors typically encounter. This information is intended for use only by residents of CA, DC, DE, FL, MA, MD, NC, NJ, OR, VA, & WA. /*********/ Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social. 