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

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Ameriprise Manager for 6 years
  • Ameriprise Financial Advisor since 2000

Education

  • University of California, Davis - Economics B.A.
  • University of California, Davis - Managerial Economics Minor

Interests

  • I enjoy good food, golfing, photography, and traveling
  • Spending time with my wife, two daughters

Community participation

We believe it is a rewarding experience by contributing to our community. In previous years we have put together events to volunteer at the Second Harvest Food Bank and help clean up at the Don Edwards SFBay Wildlife Refuge.

Awards & recognition

  • Ameriprise Client Experience Award, 2020