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
26
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
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Small Business
  • Retirement Plan Distribution
  • Estate Planning Strategies

Education

  • B.A., Business Administration, UC Riverside, Riverside, CA, 2000

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2017, 2018, 2020-2023
  • Preferred Wealth Management, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success, 2023

Previous experience

  • Financial Advisor, Wells Fargo Financial Network, LLC., 03/2010- 06/2012, Pasadena, CA
  • Financial Advisor, Citigroup Global Markets Inc.,, 05/2007- 04/2010, Alhambra, CA
  • Financial Advisor, Citicorp Investment Services, 01/2007- 05/2007, Alhambra CA
  • Financial Advisor, WM Financial Services, 04/2004- 10/2006, Arcadia, CA

Interests

  • Spend time with my wife and two children
  • Softball league
  • Woodworking
  • Cooking
  • Scotch tasting

My photos

2 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.