Wells Fargo Advisors

Associate Vice President - Investments

 

Get Financially Fit!

Thank you for visiting my website. First, let me share a little about myself.  My wife and I have a busy household raising a son and three daughters.  I love being involved in sports and fitness; be it playing competitive sports or motivating children while coaching youth soccer.  Professionally, I’ve enjoyed being a financial advisor since 1999.  Attaining the designation of CERTIFIED FINANCIAL PLANNER™ practitioner has helped me to offer more complete guidance to my clients.  I pride myself in being upfront and genuine— someone who doesn’t push products on my clients— but instead acts as a trusted family advisor who shares knowledge and perspective to help clients learn and make the right decisions for their financial future.



 


I specialize in working with individuals who seek help with their retirement planning and investments.  I believe my clients enjoy working with a conscientious financial advisor who always places their interests first and offers solutions that help them attain the lifestyle they desire during retirement.  My goal is to help you reach your goals. 


 


Lastly, following the large fluctuations we all experienced regarding our net worth during the last recession, I believe investors and advisors need to approach investment markets differently. The world has changed; retirement plans and investment portfolios need to change with it.  To get your investment plan back on track, contact me for a complimentary consultation today.

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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