Wells Fargo Advisors

About Us

Mission:

My mission is to serve as the most trusted advisor for investment planning and portfolio management to a select group of clients and their families. I am dedicated to helping them achieve their wealth goals by implementing tailored investment strategies designed to reduce risk and tax burdens.

Focus:
Every portfolio is approached with a strategic focus on tax efficiency and risk management. Specializing in advanced techniques, Im aim is to reduce, defer, or eliminate taxes from investment decisions. In addition, I have successfully navigated clients through diverse market environments including economic expansions/contractions, FED policy shifts, COVID, inflationary pressures, and bull/bear markets

Background & Experience:
I bring over a decade of expertise in Wealth Management. As a Certified Private Wealth Advisor (R) and a Certified Investment Management Analyst (R) I'm held to the highest ethical and professional standards in the industry. My education started with an undergraduate degree at Bowling Green State University with a specialization in Finance. Then, further honed that knowledge through executive education programs at Yale School of Management and Chicago Booth School of Business.