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.

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

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


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


  • Bachelor of Economics, California State University Sacramento

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022

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

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.

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


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