Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Investment Management
  • Small Business
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPS™ Chartered Retirement Plans Specialist™

Education

  • Bachelor of Science, Business Administration, Finance, California State Univesrity, Sacramento

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Interests

  • Equestrian Competitions
  • Agriculture
  • Traveling