My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

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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
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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 Photos Show Thumbnails

National Service Day- Feeding America San Diego

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.