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

  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Small Business
35
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

Education

  • M.B.A. Haas School of Business, University of California, Berkeley
  • B.S.M.E College of Engineering, University of California, Berkeley

Interests

  • I enjoy traveling, cruises, learning and photography.
  • I am in my 20th year as a beginning golfer.
  • Being with my family is my ultimate pleasure.

Community participation

  • Active in UC Berkeley Alumni Association
  • Serves as Director at several local non-profit organizations
  • Supports planned giving to local charities on professional and personal levels

Awards & recognition

  • Ameriprise Circle of Success, 2003-2013

Professional associations

  • Financial Planning Association