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My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

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Interests

  • I enjoy spending time relaxing with my family.
  • The beach is always a great get-a-way and a favorite spot.
  • Enjoy soccer, golf, good jazz concert and being with friends
  • People need to care about something bigger than themselves!

Community Participation

I support and encourage in my children and others that one must be part of something bigger than themselves. I try to emulate this behavior by participating actively in organizations that give back to and work towards improving peoples lives within our local and global communities.

Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1
  • Ameriprise Circle of Success

Qualifications

  • Member, Financial Planning Association
  • SDSU, Bachelor of Science Degree, Financial Services
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • An Ameriprise Platinum Financial Services® practice
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Education

  • San Diego State University, Bachelor of Science, Financial Services

Files for Download

My Photos Show Thumbnails

My lovely family...the day before we returned home from our vacation in Mexico.

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.