Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BBA - Finance, University of Michigan Ross School of Business, Ann Arbor, MI

Awards & recognition

  • Five Star Wealth Manager, 2012, 2016, 2018-2019, 2021, 2022-2023

Professional associations

  • Board of Governors-University of Michigan Club of San Diego

Community participation

Feeding America - San Diego

Ameriprise proudly support Wounded Warrior Project and Warrior to Work

Interests

Playing Soccer

Running

Watching movies & sports

Enjoying the outdoors/beach