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

  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Domestic Partner Planning
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7
  • CA insurance License#0B40798

Education

  • University of Maryland, BA in Liberal Arts

Interests

  • Art
  • Spending quality time with my Family
  • Sports

Community participation

Feeding America national Day of Service

Professional associations

  • San Diego Stock & Bond Association

Previous experience

  • Shearson, Lehman, Hutton, 1989-1995
  • UBS, 1995-2007
  • Morgan Stanley, 2007-2011
  • Wells Fargo, 2011-2018