Indianapolis, IN 46240
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- I can help you make informed investment decisions based on your specific needs.
I value honesty, transparency, hard work, family, friends, community, the environment and healthy lifestyles. My typical client shares similar values.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
Name of Broker/Dealer
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
Master of Business Administration - Business
Bachelor of Science - Finance