My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique 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
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.