Financial Advisor at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
28 years
Number of Clients
137
Average Client Size
$1,500,000
Member Since
2025
MGR Wealth Management- We are your family lifestyle concierge.
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Masters of Science- Personal Financial Planning
Obtained in 2016
Bachelor of Arts-English
Obtained in 1986
Registered Principal
2024 - Present
First Vice President-Investments
2011 - 2024
Director Investments
2006 - 2011
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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