Senior Financial Advisor at
Seventy2 Capital
Years of Experience
30 years
Number of Clients
100
Average Client Size
$500,000
Member Since
2025
I've been helping families build wealth for over 30 years. I enjoy build lasting relationships and truly understanding each client's unique goals.
Bachelor’s Degree.
Obtained in 1987
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.