As a dedicated Financial Advisor, my mission is to empower my clients to achieve their financial goals and secure their financial future through personalized, innovative, and ethical investment advice. I am committed to building lasting relationships based on trust, integrity, and excellence. Leveraging my deep industry knowledge and cutting-edge strategies, I seek to deliver tailored solutions that meet the unique needs of each client. I strive to be a guiding force in my clients’ financial journeys, providing clarity and confidence.

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Services

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence.

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Why Invest With Us

When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Access Your Account

Your financial needs and goals are uniquely your own. To review the financial details of your account, please login through your Wells Fargo Advisors client login.

Lakeside Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, ID, IL, MA, MI, NC, NJ, NV, OH, OR, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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