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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Charitable Giving
  • Estate Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CRPS® Chartered Retirement Plans Specialist℠

Interests

  • I enjoy traveling and experiencing new cultures and foods
  • Life long Car and Motorcycle enthusiast
  • In my spare time I enjoy modifying cars and armature Club Racing and Off-roading
  • Diehard Skier
  • Avid collector of art toys
  • Love modern architecture
  • I LOVE FOOD, FOOD and more FOOD!!!
  • Hawaii's Waimea is my Happy place on this earth.
  • Most importantly I love spending time with my family and friends be it a relaxing day at home or on a race track.

Community participation

  • Annual Thanksgiving morning BlanketRun in Down Town Los Angeles skidrow
  • Annual Christmas Toydrive City of Industry
  • Sonkei Blue community outreach(LAPD)
  • Socal Trailbuds Trail Adoption. As a group we help clean and maintain some of the off-road trails around southern CA to make sure their nature is preserved for generations to come

Awards & recognition

  • Five Star Wealth Manager, 2017, 2019