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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®
  • Series 7 & 66, and CA Insurance licenses

Education

  • B.S. Business Management, University of California, Merced, 2012

Awards & recognition

  • AdvisorHub Next Gen Advisors to Watch, 2023
  • Ameriprise Circle of Success, 2022-2023
  • Bridge Pointe Financial Group, Ameriprise Client Experience Award, 2020-2023

Community participation

Our office and clients assist with projects and an annual foods drive at the Salvation Army Hope Harbor Shelter in Lodi to help keep the center clean and organized.

I volunteer to present the CHOICES program for Lodi Unified School District 8th graders - a two day program that empowers teens to make positive educational choices that will increase their career and life opportunities.

I serve on the governing board for the Lodi Community Foundation. The mission of the Lodi Community Foundation is to advocate and facilitate charitable giving to create lasting legacies that build a stronger Lodi community.

Interests

  • Spending time with my wife, Lina, and our children - Jaylie, Alana & Elliot.
  • Traveling with my family. (Maui and Lake Tahoe are our favorite places to go!)
  • Being an active member in my church.
  • Keeping up with current events, from the local news & politics, to my favorite sports teams.
  • I enjoy staying active with basketball, golf, and skiing

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.