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
25
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
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Temple University, Finance Major
  • M.B.A. Temple University, Economics

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • CERTIFIED FINANCIAL PLANNER™

Previous experience

  • Financial Advisor, Morgan Stanley, 2003-2015, San Francisco, CA, 12 years

Community participation

My community activities revolve around my children’s school events and sports, and our church. I also volunteer with the SF Marin Food Bank with my children.

Interests

I live in the Lakeside community within San Francisco with my wife, our three children, and our dog. My family is my priority, but when I find time I indulge my interests in bonsai trees, haute-cuisine cooking, contract bridge, and reading.