Senior Vice President at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
27 years
Number of Clients
160
Average Client Size
$1,000,000
Member Since
2025
I ask a lot of questions—not because I'm trying to check a box, but because I've found the things that matter most are often the things people don't talk about right away.
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Tax Planning Certified Professional®
Obtained in 2026
Bachelor of Business Administration - Finance
Obtained in 1988
Founding Partner, Senior Vice President
2022 - Present
First Vice President - Investments
2014 - 2022
Financial Advisor
1999 - 2014
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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