Financial Advisor at
Wells Fargo Advisors
Years of Experience
8 years
Member Since
2026
One thing I want my clients to know about me is that I take a very thoughtful and structured approach to planning. I work closely with my partner, Conor McCoy, to ensure that every recommendation is considered from multiple angles — not just for the immediate decision, but for how it fits into a client’s broader, long-term strategy.
Bachelor of Science, BS Business Concentration in Financial Planning
Obtained in 2025
VP, Financial Consultant
2022 - 2025
Sr. Financial Consultant
2018 - Present
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.
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