I help to ensure all aspects of my clients financial affairs are organized and coordinated. Helping them solve problems regarding their financial affairs, develop strategies that seek to optimize the protection and growth of their assets, achieve their financial goals. I enjoy working with executives, business owners and self-employed professionals. I presently serve as a board member on the Raise
Foundation in Orange County that helps prevent child abuse, St. Bonaventure School Endowment Fund and the University of Illinois Orange County Club. In my free time, I enjoy spending time with my family, playing golf, exercising, and volunteering. Specialties: Investment and wealth planning, tax efficient planning, liability management, insurance planning, helping to ensure clients have the proper retirement plan in place, charitable planning, education planning, budget and cash flow management, and offering access to lending and banking services through Wells Fargo affiliates. If you may need help in any of these aspects of your financial affairs or have any questions, feel free to contact me at [email protected] or 949-759-5309
This information is intended for use by residents of AZ, CA, IL, KS, PA, TN, TX, UT, VA, WA, and WI only. CA Insurance License Number 0C64975.
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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.
