Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Saving for Education


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


  • California State University - Sacramento

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Professional associations

  • The Catholic Community of Pleasanton, 1998 - Present

Community participation

Pleasanton American Little League, Board Member

Youth Sports, Coach

St. Vincent De Paul Society, Member

St. Jude Childrens Hospital, Sponsor


Married, 3 children.

Like to play golf, active runner.

Active in church.