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

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Saving for Education
  • Insurance
  • Employee Stock Options
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution

Education

  • B.S. of Economics - Cal Poly, San Luis Obispo, CA
  • M.S. of Accounting - Cal Poly, San Luis Obispo, CA

Previous experience

  • Financial Advisor- Edward Jones, 2.5 Years
  • Tax Associate- Baroda Holm, 6 Months
  • Tax Consultant- ProActive Advisors, 6 Months

Interests

  • I enjoy getting out on the golf course for a quick round when able
  • I love the outdoors
  • Dirt biking, snowboarding, wakeboarding, if it's outdoors I am in! Especially if I can bring my dog.