Our Clients

Life is a series of transitions. From childhood to adulthood.
From career to retirement. From one generation to the next.

Our clients include: successful individuals, multi-generational families, business owners, independent women, executives and people in transition through life events. Many of them share a number of characteristics. They are…

Engaged: Actively planning for their financial future and retirement
Committed: Dedicated to developing and implementing a written financial strategy
Collaborative: Hiring a professional financial advisor to simplify their life and manage the details of their finances, giving them the freedom to spend time doing what they want in life
Empowered: Enjoying the benefits of managing all of their assets in one place
Giving: Charitably inclined
Loyal: Entrusting us with introductions to friends and family members who could benefit from our work

Individuals/Families

Pre-retirees

Widows

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

This information is intended for use only by residents of (AR, AZ, CA, CO, DE, FL, GA, HI, ID, IN, MA, MO, MT, NE, NV, NY, OH, OR, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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Our Clients

Life is a series of transitions. From childhood to adulthood. From career to retirement. From one generation to the next.

Individuals/Families

Pre-retirees

Widows

Life is a series of transitions. From childhood to adulthood.
From career to retirement. From one generation to the next.