Wells Fargo Advisors

Exceeding Expectations

Welcome to my  website, where you'll find a wealth of information about my capabilities and how I can help you reach your financial goals. In addition, my site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.

I'm here to help educate you about the basic concepts of investment planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data.

I hope you take advantage of this resource and visit me often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information and I wouldn't want you to miss any developments in the area of personal finance.


 

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

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