Experience

Claritas Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • May 2020 - Present

  At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring clarity to your financial life. At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring clarity to your financial life.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Advisor, Senior Vice President - Investments

  • Jul 2002 - May 2020

  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. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE Insurance products are offered through our affiliated nonbank insurance agencies. 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. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE Insurance products are offered through our affiliated nonbank insurance agencies.


Legg Mason
• United States
• Financial Advisor

  • Feb 1995 - Jul 2002