Senior Vice President - Investments at
Wells Fargo Advisors
Years of Experience
20 years
Number of Clients
85
Average Client Size
$1,100,000
Member Since
2026
Comprehensive planning matters more than just investments - we look at the complete financial picture.
Master's degree - Investment Management
Obtained in 2012
Vice President - Investments - Private Client Advisor
2018 - 2025
AVP Financial Solutions Advisor
2017 - 2018
Investment Consultant
2014 - 2017
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. Member FINRA/SIPC.
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.