First Vice President - Investment Officer
Welcome to my Web site, where you'll find a wealth of information about my capabilities and how I can help you reach your financial goals. In addition, my site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.
I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.
I have been helping families plan their financial future since 1998. As a Certified Financial Planner ProfessionalTM, I believe having a written, personalized plan is a key part of investment success. To that end, I use state of the art investment planning tools and techniques including the Wells Fargo Advisors Envision Process. I combine that with a common sense approach to investing to create customized investment strategies for my clients. I try and take away some of the confusion and frustration that often accompanies investing by using clear, simple to understand language when reviewing my clients' investment strategies and overall investment plan.
I’m here to help educate you about the basic concepts of investment planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data.
I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information and wouldn't want you to miss any developments in the area of personal finance.
"Investing for Rising Interest Rates"