My team assists clients in ascertaining their current financial position relative to where they would like to be financially. We then develop a plan around any potential deficits and assist in implementing the plan. I then work with my clients to help them track their progress towards reaching their goals and make adjustments to the plan as needed. This information is intended for use only by residents of AK, AZ, CA, CO, MA, MI, OR, TN, WA only. Wells Fargo Advisors, 1300 SW Fifth Avenue, Suite 1500, Portland, OR 97201 Direct: 503-292-2913 Email: /*********/ 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