My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Segovia Financial Group, Ameriprise Client Experience Award, 2022-2023,2025

Previous experience

  • Field Vice President, Ameriprise Financial, Long Beach, CA, 2004-2006
  • Manager, American Express Financial Advisors, West Los Angeles, CA, 2001-2004
  • Financial Advisor, American Express Financial Advisors, Ventura County, CA, 1996-2004

Community participation

By volunteering for my daughter's travel ball fastpitch team, I have the opportunity to connect with students and parents within our community.

Interests

  • Spending quality time with my family & friends
  • Cheering for Rylee & the Buena Softball Team
  • Watching Reesa thrive at Cal State University of Long Beach
  • Golfing
  • Playing at the lake in our Malibu boat
  • Attending live sporting events & concerts

My photos

1 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.