Experience

• 

  Wells fargo

  Nov 1995 - Jan 1998

  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. 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.

  • Supervisor

    Jun 1997 - Jan 1998

  • Retirement Services Representative

    Nov 1995 - Jun 1997
• 

  Wells fargo advisors

  Jan 1998 - Feb 2021

  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.

  • Financial Advisor - Senior Vice President, Investments

    Jul 2007 - Feb 2021

  • Manager

    Jan 1998 - Jul 2007
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  Nine bridge financial partners

  Feb 2021 - now

  Director-financial advisor

  I help successful clients build, preserve, and transition their wealth so they can spend more of their time on what made them successful and doing the things they enjoy. My team has developed a disciplined process that focuses on discretionary money management and addresses the 9 wealth management issues most people face. I spend much of my time implementing strategies that help avoid the major financial mistakes many people make. A client's life savings is important and I take that seriously. Show less