First Vice President Investments, Financial Advisor
We serve as a single point of contact to address the financial needs of our clients
Work with individual & business clients in developing and implementing investment, retirement, estate and education planning. Manage approx. $160 million of assets under management as of June 30th, 2021. Specialties: Personal investment planning, retirement planning for high net worth clients. This information is intended for use by residents of AZ, CA, MS, MT, OR, TX & WA. CA Insurance Producer License Number 0B07251 /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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