I’m a Senior Vice President – Investments and PIM® Portfolio Manager at Wells Fargo Advisors with over two decades of experience guiding clients through critical financial transitions. My focus is on helping high-achieving professionals and business owners prepare for retirement—not just financially, but with purpose and clarity. For professionals, I help answer the big questions: – Will I have enough to maintain my lifestyle and legacy? – When should I claim Social Security? – How can I make the most of my retirement accounts while minimizing taxes? For business owners, the path is often more complex. I work closely with founders and entrepreneurs to: – Build personal wealth outside the business – Plan for succession or a future exit – Coordinate tax-efficient strategies to turn business value into retirement income – Align personal goals with the future of their business I hold Master’s degrees in both Taxation and Advanced Financial Planning from Golden Gate University, a Bachelor’s degree in Marketing from Youngstown State, and designations including CERTIFIED FINANCIAL PLANNER® certificant, Retirement Income Certified Professional®, and Certified Exit Planning Advisor (CEPA). Outside of work, I’m happiest spending time with my wife Christina, our kids Dominic and Viviana, and our dog Blue. We love traveling together, exploring the outdoors, snowboarding, and cooking up homemade meals—especially pasta. Wells Fargo Advisors does not provide tax or legal advice. The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.