As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I worked for 12 years with HSBC, before joining Wells Fargo Advisors. My experience also includes positions with Merrill Lynch and Morgan Stanley. I hold a Bachelor of Art degree in Economics and International Affairs from the University of Mary Washington. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER®, practitioner from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Active in the local community, I participate in many civic and community organizations, including Volya Foundation. My wife and I live in City of Alexandria with our two daughters, Stella and Adelina It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. I can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.