As a Managing Director - Investments with over 25 years of experience advising high net worth individuals and families, I understand that the best professional relationships are personal and that clients want more than investment selection. You need someone who will take the time to understand your hopes and dreams and help you achieve and maintain your vision of financial success. My process starts by listening to understand what's most important to you and your family. I'll ask thoughtful questions to gain a deep understanding of your financial priorities, tolerance for risk, income needs, assets and liabilities, insurance protection, tax situation and estate plan strategies. Then I'll go to work to build a plan and implement strategies designed to help you realize your goals. I'll monitor your plan and we'll meet regularly. As circumstances in your life or goals change, I'll make adjustments as appropriate. I'm happy to coordinate with your CPA and estate planning attorney to ensure strategies are synchronized for your benefit. Clients rely on me for guidance with most if not all of their financial needs, including retirement planning, college planning, major purchases, wealth preservation, charitable giving, and transferring wealth to heirs. As your advisor, I'm committed to helping you successfully navigate all aspects of your financial life. Wells Fargo Advisors is not a legal or tax advisor. CA Insurance Producer License Number 0C92754 This information is intended for use by residents of AZ, CA, CO, FL, GA, HI, ID, MA, MI, MO, NV, OH, OK, TX, and 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