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.


Interests

  • 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
7
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 2 reviews 100.0

Areas of Focus

  • Business Retirement Plans
  • Family Finances
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Saving for Education

Education

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

Files for Download

My Videos(4 videos)

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