For the past 15 years, I have been privileged to serve a growing client base as a Financial Advisor in New York City. I believe that success in achieving important financial goals starts with a comprehensive wealth strategy. We begin this PLANNING PROCESS with Discovery discussions, where I listen carefully to understand the clients risk profile. I help clients define what is most important to formulate a strategy that reflects their specific needs. Whether the goal is to accumulate wealth or invest for income, my team will develop a customized plan that is designed to accommodate you and your familys needs. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER professional, I serve as the primary point of contact for client relationships and lead a dedicated team of specialists, backed by the resources of a national institution, to provide families with the highest level of service and support throughout the wealth planning process. I collaborate with affluent families, business owners, and non-profit clients to develop and implement customized wealth management plans. This information is intended for use only by residents of NY, NJ, CT, PA, RI, VA, NC, FL, TX, CA, CO, IL, MA, MN, VT, AR, GA, MO, LA, NV, WA and AZ. As a graduate of West Point and a former Officer in the United States Army, I draw on my leadership and organizational skills; I can work effectively with various parties who might be involved in developing and executing a customized wealth plan. /*********/ 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 