Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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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, 2020-2023

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

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