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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Education

  • Bachelor of Arts, Entertainment Mgmt, University of the Pacific. Stockton, CA (1988)

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc. Stockton, CA, 1992 - present

Community participation

  • Active volunteer at Primary Years Academy, SUSD's IB candidate school for grades K- 5.
  • Board member of Primary Years Academy PTA.

Interests

  • Volunteering at my daughter's school
  • Wakeboarding on the Delta
  • Gardening
  • Hockey
  • Movies
  • Music
  • Arts
  • Spending time with family and friends