Whether you are planning for retirement, savings for your children's or grandchildren's education, or looking to preserve your wealth, I can help. I earned both my bachelor's and master's degrees from the University of Wisconsin – Madison. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Pl
anner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. My mission is to become the trusted advisor that my clients can turn to for advice and guidance at every important moment in their life. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. This information is intended for use by residents of AR, AZ, CA, CO, FL, IL, IN, MI, MO, NC, NH, NY, TX, VA, WA, and WI only.
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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
