Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 9/10, Series 7, Series 15, Series 63, Series 65

Education

  • Bachelor of Arts,Political Science San Jose State University,CA

Awards & recognition

  • Ameriprise Circle of Success, 2014-2015

Previous experience

  • Morgan Stanley, 06/2009-09/2012

Community participation

Pickleball

Interests

As a lifelong and former professional athlete, I have developed a strong interest in what goes into achieving athletic success and how that translates into success in other areas of life. I have been in positions of leadership and have not only achieved individual success but have helped coach others to succeed, which is extremely satisfying to me. Over the years I have worked closely with my clients to achieve financial success and and to enjoy a comfortable and satisfying retirement for themselves and their families.