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
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
26
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℠

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 (FATRAC)

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