With over two decades of experience in the Financial Services Industry, I provide clients with custom tailored strategies designed to help them meet their financial goals. I began my financial services career as a Financial Advisor with Merrill Lynch in 2001. Currently, Im with Wells Fargo Advisors , where I have been recognized as a Premier Advisor for 2 years. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. My team and I focus on advisory services to clients. As a team, we work closely with our client's other family advisors, including CPAs and estate planning attorneys. We strive to build lifelong relationships by providing a high level of service and world class advice. I advise clients on wealth accumulation, preservation, and transfer through the creation of customized wealth management strategies. These strategies involve portfolio development and management, tax minimization, asset preservation, and retirement income planning. Wells Fargo Advisors is not a legal or tax advisor. I graduated from Truman State University with a degree in Finance. I reside in Paradise Valley with my wife and two young children. 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 This information is intended for use only by residents of AK, AZ, CA, CO, FL, IL, MA, NE, NV, NY, OR, TX, VA, and WI. 