In my role as a Financial Advisor, I serve as a trusted confidante for clients, building customized investment plans and providing advice on a variety of topics including budget, retirement, education, insurance, wealth transfer, income-generating, and estate planning strategies. Education is really important to me and I believe you must always be learning. I used to share this belief as a college
lecturer and although I no longer teach in this capacity, my goal is to educate others by providing insight into how people can take control of their financial lives. A native Floridian, I earned my degree in Finance from the University of Florida. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plan SpecialistSM. I hold Series 7 and Series 66 registrations and am licensed in insurance. When not at work, you can find me riding Peloton, playing sports, rooting on my teams (Bucs, Rays, Bolts, Gators, and Tottenham) or exploring Colorado with my wife, Melissa, sons, Theo & Ari, and dog, Chester. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MA, MD, ME, MI, MO, MT, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, and WY only. Insurance licensed in CO and VA.
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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
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
