Financial Advisor at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
28 years
Number of Clients
137
Average Client Size
$1,500,000
Member Since
2025
MGR Wealth Management- We are your family lifestyle concierge.
Click to learn more
Click to learn more
Masters of Science- Personal Financial Planning
Obtained in 2016
Bachelor of Arts-English
Obtained in 1986
Registered Principal
2024 - Present
First Vice President-Investments
2011 - 2024
Director Investments
2006 - 2011
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. 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.