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

  • Retirement Plan Distribution
  • Investments
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®

Education

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

Interests

Playing Soccer

Running

Watching movies & sports

Enjoying the outdoors/beach

Community participation

Feeding America - San Diego

Ameriprise proudly support Wounded Warrior Project and Warrior to Work

Awards & recognition

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

Professional associations

  • Board of Governors-University of Michigan Club of San Diego
  • Institute for Divorce Financial Analysts