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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Charitable Giving
  • Saving for Education

Qualifications

  • FINRA Series 7 - General Securities Representative
  • FINRA Series 9/10 - General Securities Sales Supervisor
  • NASAA Series 63 - State Securities Agent
  • CA Insurance License: 0D55466

Education

  • Los Angeles Pierce College, Liberal Arts Degree

Awards & recognition

  • Five Star Wealth Manager, 2014

Previous experience

  • H&R Block Financial Advisors, 1999 - 2008
  • Olde Stock Brokers, 1997 - 1999

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

I like to spend quality time with my daughter, Rachel. I enjoy pursuing outdoor activities such as camping, skiing, and overnight trips in the local mountains. We have two dogs and spend lots of time at the park; we truly enjoy spending time in nature. Some of my personal hobbies include golf and hockey.