Both
Retirement Income Planning, Investment Management, Comprehensive Wealth Planning
I specialize in working with pre-retirees, retirees, business owners and high earning professionals. I take pride in getting to know my clients and understanding what is important to them, financially speaking and personally speaking. Once I get to know my clients and what is important to them, I enjoy setting up and implementing financial plans for my clients to make sure they on track to reach and exceed their goals.
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
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company