With more than two decades of experience managing investment and estate planning strategies, I have earned a reputation for personal service and attention to detail by tailoring my financial advice to the needs of each individual client. I set a high bar for communication between myself and my clients and take a truly broad view of each clients financial health, making sure to take into account all of a clients assets, whether they are under my own management or not. I am a CERTIFIED FINANCIAL PLANNER professional, a CERTIFIED INVESTMENT MANAGEMENT ASSOCIATE (CIMA), a Senior PIM Portfolio Manager, and a member of the Investment Management Consultants Association. I hold insurance licenses for life, long term care and annuities. I received my BBA in finance from the University of Georgia and currently serve on the CERTIFIED FINANCIAL PLANNER Board of Standards. Outside of work I am passionate about giving back to my community. This information is intended for use only by residents of AL, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KY, MD, MI, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA 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 wfa.com/social 