Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Business Retirement Plans
  • Retirement Plan Distribution
  • Family Finances
  • Christian Financial Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Master's of Business Administration


  • MBA, University of Phoenix, Phoenix, AZ
  • B.S. Recreation Parks and Tourism, Cal Poly San Luis Obispo, CA


  • Exercising
  • Softball
  • Golf
  • My faith
  • Spending time with family

Community participation

  • Jack's Helping Hand, Central Coast, CA
  • Active Church, San Luis Obispo, CA
  • Special Olympics, Central Coast, CA
  • Kiwanis Club of Santa Maria