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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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