Services I Provide

I work with entrepeneurs, business owners and their families in all areas of investment planning including:

• Retirement planning - Help making the most of your employer-sponsored
retirement plans and IRAs. Determining how much you need to
retire comfortably. Helping to manage assets before and during retirement.

• Tax management* - Help making sure your portfolio is tax-efficient.
Developing tax-efficient investment strategies. Referring you
to qualified tax specialists.

• Estate planning services* - Working with estate-planning and
trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve
your estate for your intended heirs, establish beneficiary
designations, reduce potential exposure to estate taxes and
probate costs and coordinate with your tax and legal advisors.

• Education funding - Recommending investment and accumulation
strategies to help you pay for your children's education.

• Risk management - Reviewing existing insurance


• Investments - Determining your asset-allocation needs.
Helping you understand your risk tolerance. Recommending the
appropriate investment vehicles to help you reach your goals.

• Employee and executive benefits - Helping your business
attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your
tax and legal advisors before taking any action that may have tax consequences.  Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo and Company and are underwritten by unaffiliated insurance companies.