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
19
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
  • Saving for Education
  • Investments
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 66 and CA Insurance License #0F06287

Education

  • Master of Science, Tufts University, Boston 1999
  • Bachelor of Science, University of California at Berkeley 1997

Awards & recognition

  • Confluence Wealth Management Group, Forbes Best-In-State Wealth Management Teams, 2024
  • Ameriprise Client Experience Award, 2021

Community participation

Member of Saint Thomas More Catholic Church in Irvine, California

Interests

I enjoy cooking and spending time with my children.