Specialties
About Me
Highly skilled and accomplished Certified Financial Planner (CFP®) with years of comprehensive experience in providing strategic financial planning and wealth management services to individuals and families.
Passionate with a demonstrated track record of assisting clients in reaching their financial goals through tailored investment strategies, retirement planning, estate planning, and risk management solutions. Strong expertise in analyzing complex financial data, developing customized financial plans, and delivering exceptional client service. Dedicated to upholding the highest ethical standards and building long-lasting relationships based on trust and integrity.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP®, CFP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
FINET: This report is not the official record of your account. However, it has been prepared to assist you with your investment planning and is for informational purposes only. Your Wells Fargo Advisors Financial Network Client Statement is the official record of your account. Therefore, if there are any discrepancies between this report and your Client Statement, you should rely on the Client Statement and call Regional Supervisor Sean Molloy at 239-243-9092 with any questions. Cost data and acquisition dates provided by you are not verified by Wells Fargo Advisors Financial Network. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Unless otherwise indicated, market prices/values are the most recent closing prices available at the time of this report, and are subject to change. Prices may not reflect the value at which securities could be sold. Past performance does not guarantee future results.