As a Financial Advisor with Wells Fargo Advisors, I have the privilege of helping individuals and families manage, preserve and transfer wealth. With over 29 years of financial services industry experience, I believe I am well versed on creating a plan that is tailored to each individual client that I serve. I pride myself with being a great listener, communicating well and taking a very patient approach which I feel has helped earn trust with my clients. This message is intended for use by residents of (AK, AZ, CA, CO, CT, DC, FL, HI, IA, IL, IN, MA, MN, MO, MS, NC, NM, NV, NY, OH, OK, PA, SC, SD, TX, VT, WA, WI) CA Insurance Producer License # 0K69746 /*********/ 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