I am dedicated to providing exceptional investment strategies and financial services. Our business is based on trust, putting our client's interests first. We work and live by the Golden Rule: "Do for others what you would want them to do for you". With 18 years of experience in the financial services industry, I work to help my clients meet their long and short term goals by assisting them with the difficult financial decisions that occur during unpredictable and uncertain market cycles. My goal is to offer the highest standards of professionalism in the investment consulting business to small institutions, retirement plans and individuals who want a relationship built on trust, integrity and conservative values. This information is intended for use by residents of the following states: AZ, CA, CO, FL, GA, MA, NC, NJ, NY, PA, SC, TX, WA /*********/ 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