Advisor profile


My approach

I believe in helping people reach their short-and-long term financial goals by providing a professional and personable service. Through my ability to adapt to each client and tailor their experience I can guide them through difficult life situations and celebrate memorable milestones. This insight enables me to help clients prepare for the expected and unexpected while developing a diversified portfolio that aligns with their risk tolerance, goals and values. Typically, my clients desire to prepare and plan for the future, and I work to help them by providing a personal and goal driven experience. My greatest passion is helping each client feel more confident, connected and in control of their financial life.

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠
  • AIF® Accredited Investment Fiduciary
  • Series 7, Series 66 and California Insurance License

Education

  • Bachelor of Economics, California State University Sacramento

Interests

  • Fly fishing
  • Mountain biking
  • Road biking
  • Golf
  • Travel with family

Community participation

I'm a member of the Folsom Auburn Trail Riders Action Coalition. We work to help improve, maintain and build multi-use trails in the Sacramento and Auburn area. I really enjoy doing trail work! I also helped build a section of the Connector Trail in Auburn. It's always a very rewarding feeling every time I ride it knowing I helped in it's creation for everyone to enjoy.

  • Folsom Auburn Trail Riders Action Coalition

Awards & recognition

  • Ameriprise Client Experience Award, 2020/2021

Professional associations

  • Board Member-Sacramento Western Pensions & Benefits Council

Previous experience

  • Pension Consultant, Polycomp Administrative Services, Inc., 2006-2016, Roseville, CA, 10 years
  • Retirement Plan Sales Associate, Polycomp Administrative Services, Inc., 2002-2005, Roseville, CA, 4 years
  • 401(k) Administrative Consultant, Franklin Templeton Investments, 2001-2002, Rancho Cordova, CA, 1 year
  • 401(k) Relationship Manager, Franklin Templeton Investments, 2000-2001, Rancho Cordova, CA, 1 year
  • 401(k) Installations Representative, Franklin Templeton Investments, 1998-2000, Rancho Cordova, CA, 3 years