My Approach

We believe clients appreciate and value our individualized approach, experienced advice, and the outstanding level of personal service they receive from our team. When you too seek that feeling of security and serenity for you and your family that a relationship based on knowledgeable advice and client devotion can provide, we welcome the opportunity to meet and discuss your specific situation confidentially.

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

Experience

16
93 View scores
 
 
 

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 Videos

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My PhotosShow Thumbnails

National Service Day- Feeding America San Diego

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.