Managing Partner at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
30 years
Number of Clients
65
Average Client Size
$250,000
Member Since
2024
I am always accessible and available to solve problems.
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Certified Exit Planning Advisor
Obtained in 2023
Certified Private Wealth Advisor
Obtained in 2016
BA in Mechanical Engineering
Obtained in 1989
Managing Partner - Investment Officer
2022 - Present
Senior Vice President
2011 - 2022
Vice President
1994 - 2011
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Member FINRA/SIPC.
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