My Approach

We believe clients appreciate and value our individualized approach, experienced advice, and outstanding service they receive from our team. If you and your family are seeking a relationship with a knowledgeable and dedicated financial advisory team, 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 Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Charitable Giving
  • Insurance

Experience

17
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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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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:39)

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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.

    (4:18)

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    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.

    (1:53)

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    The secure site on ameriprise.com

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.

    (1:45)

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    Your future well-being in retirement

    MIT Age Lab Director Joe Coughlin discusses how technology and design are impacting our future.

    (2:34)

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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.