Senior Financial Advisor at
Wells Fargo Advisors
Years of Experience
20 years
Member Since
2024
I believe open and direct communication is foundational in the planning process.
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MBA in Finance
Obtained in 2008
Certified Investment Management Analyst
Obtained in 2003
BA in Business Administration with an International Business concentration
Obtained in 1998
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. Member FINRA/SIPC.
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