I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience, and a level of education required to help clients implement their monetization strategies. As a Certified Exit Planning Advisor and Managing Director-Investments, I help coordinate services and communication between all your advisors and help educate you on the structures and disciplines necessary to implement a successful exit of your business. Whether you are selling to the next generation, employees, a financial or strategic buyer, or simply liquidating private or public stock, a coordinated approach is the key to transitioning your business in the most seamless and tax efficient manner. As a liaison between your trusted legal, tax and investment banking teams, I bring cohesion to your financial world and help simplify your life and achieve your stated goals. I am a regular panelist at Merger & Acquisition events, speaking to the strategies employed by business owners and executives to create liquidity and preserve wealth for themselves, their family, and employees. Services Include: Business Planning Trust Strategies Wealth Management Estate Planning Strategies Business Succession Planning Investment Planning Philanthropic Management Professional Portfolio Management Retirement Planning Wealth Planning Restructuring/Strategic Advisory ESOP Wells Fargo Advisors does not provide legal or tax advice. Access to investment banking services through Wells Fargo affiliates Investment and Insurance Products: Not FDIC Insured No Bank Guarantee May Lose Value 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. PM-09252026-7783023.1.1