As a CERTIFIED FINANCIAL PLANNERĀ® professional I work together with our clients to help them achieve their financial goals. I take pride in my high level of professionalism and our standard of ethics. At no time do I forget whose money and whose future is in our hands.
My 'holistic' approach to managing investments is meant to include the additional professionals whom our clients already work with, such as accountant, attorney, and insurance agent to ensure we build a coordinated plan for our clients.
With this comprehensive approach we seek to provide an objective, independent overview for each client, and provide advice that will strengthen, help preserve and enhance the client's overall financial standing.
Today's market is increasingly volatile and highly reactive to economic and geopolitical news. I believe staying apprised of these market moves and how they might affect your portfolio is paramount to your investing success.
Please visit our website to learn about our practices and watch our informational videos.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC(WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN