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

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors in Molecular Biology, California State University, Northridge,CA

Interests

Hiking

Camping

Biking

Spending time with family

Helping the less fortunate

Reading

History

Community participation

Boy Scouts Of America, Troop 360 Beverly Hills, CA

Feeding the Homeless SOVA, Los Angeles, CA

Heal The Bay, Santa Monica, CA

First Robotics competitions, Los Angeles, CA