At Wells Fargo Advisors, I believe that wealth isn’t just about the performance of your portfolio – it is about how you live your life and the personally meaningful goals you want to achieve. This could be for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. I draw upon the investment insights of Wells Fargo Advisors thought leaders and can offer access to Wells Fargo’s affiliate products and services to help unlock potential opportunities tailored to clients’ needs. Starting with your life priorities as a foundation, I can recommend a wide variety of financial solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you – not the market – at the center of all that I do. Before entering the financial services industry, I graduated from Merrimack College with a Bachelor’s degree in Finance and accounting in 1996. Continuing with my education in the finance field I obtained my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2005. My 19 years of experience has led me to Wells Fargo Advisors in Ponte Vedra beach, Florida. I have been recognized by Wells Fargo Advisors as a 2015 & 2016 Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. This information is intended for use only by residents of CA, DC, DE, FL, GA, IA, IL, KY, MA, MO, MT, NC, NH, NJ, NY. /*********/ Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social