As your trusted Financial Advisor, I help you and your family organize your financial affairs and build a Roadmap support the life you’ve envisioned. Together, we will explore the most appropriate products and services to help achieve your financial goals and lifestyle needs.

Wealth Planning

Clarify goals, values, and objectives

Comprehensive planning strategies

Personalized Financial Roadmap

Spending and saving strategies

Financial education and counsel

 

Investments

Investment portfolio review

Portfolio management strategies

Cash flow strategies

 

Retirement Planning

IRAs and distribution options

Roth IRAs and conversions

Retirement savings strategies

Tax-efficient income replacement strategies

Qualified Charitable Distributions

Social Security and Medicare strategies

 

Estate Planning Strategies

Charitable giving strategies

Donor Advised Funds

Wealth transfer strategies

Beneficiary and account titling review

Education Planning

College savings strategies

529 plans

Private school funding

 

Executive and Professional Services

Concentrated stock strategies

Executive compensation planning

 

Risk Management/Insurance

Life insurance review

Long-Term Care planning

Disability insurance

 

Access to Lending Services Through Wells Fargo Affiliates*

Securities-based financing

Residential mortgage purchases & re-financing

Home equity financing

 

Coordination with other professionals

Collaborative meetings with CPA and Attorney

Implement tax-efficient investment strategies

Let’s talk about your Roadmap to the future. Send an email.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. AAA Equal Housing Icon.jpg
Kalie Baucom, Financial Advisor

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 (AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MO, NY, OR, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. 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.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX