Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Saving for Education
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA securities licenses 7, 9, 10, 52 and 63

Education

  • California State University - Sacramento

Interests

Married, 3 children.

Like to play golf, active runner.

Active in church.

Community participation

Pleasanton American Little League, Board Member

Youth Sports, Coach

St. Vincent De Paul Society, Member

St. Jude Childrens Hospital, Sponsor

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Professional associations

  • The Catholic Community of Pleasanton, 1998 - Present

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service.