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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

Financial planning and Investments, Gourmet dining, International travel, Historical architecture and Building preservation, Loves dogs

Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Small Business
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2011

Qualifications

  • Financial Advisor
  • ChFC®  Chartered Financial Consultant
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Education

  • Bachelor of Science, University of Sto. Tomas, Philippines 1979
  • Chartered Financial Consultant, The American College 1999