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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

  • Spending time with family and friends
  • Casual dining and wine tasting
  • History and politics
  • Home architectural designs

Community Participation

The Volunteer Center- Board Member

Leadership Manhattan Beach Class of 2012

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2011
  • FIVE STAR Wealth Manager1, 2011-2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Ameriprise Private Wealth Advisor
  • Series 7
  • Series 63
  • Life, Accident and Health
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Education

  • BBA in Finance and Accounting, University of Oklahoma, Norman, OK

Files for Download

My Photos Show Thumbnails

2012

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.