Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Family Finances


  • CIMA® Certified Investment Management Analyst®


  • Bachelor of Science, University of California, Riverside
  • Bachelor of Arts, University of California, Riverside

Community participation

  • Riverside Art Museum


I am a native Southern Californian, and my long-time passion is travel; I love seeing new places, experiencing new foods and cultures, and it is how I met my wife, Deena, while visiting Portland, Oregon in 2012. I am also an avid runner, and Deena and our Corgi, Oshie, make for the best fans when I compete in no less than four half-marathons every year. Philanthropy and giving back to our community are at the core of my life’s work, and I strongly believe that through the arts, education, and building a collaborate community, we can build a brighter future for tomorrow.