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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

I live a busy, active life and enjoy golf, tennis, skiing, running on the beach and riding my bike along the coast. I also love gardening, travel, writing and shopping the local Farmer's Markets. I live in Aptos and have worked serving clients in Silicon Valley and Monterey Bay Areas since 2001.

Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2002, 2004, 2006, 2008
  • Ameriprise Mercury Award, 2003
  • President's Quality of Advice Award, 2003, 2006, 2007

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • San Jose State University, Bachelor of Science Degree, 1998

My Videos

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