Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Domestic Partner Planning

Qualifications

  • FINRA Series 7
  • CA insurance License#0B40798

Education

  • University of Maryland, BA in Liberal Arts

Professional associations

  • San Diego Stock & Bond Association

Previous experience

  • Shearson, Lehman, Hutton, 1989-1995
  • UBS, 1995-2007
  • Morgan Stanley, 2007-2011
  • Wells Fargo, 2011-2018

Community participation

Feeding America national Day of Service

Interests

  • Art
  • Spending quality time with my Family
  • Sports