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

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®


  • BA, Architecture, University of Southern California, Los Angeles, CA

Previous experience

  • Allstate Financial LLC, Personal Financial Representative/ Certified Financial Planner, 2012-2015
  • GAK Investments, Managing Member, 2009-2011
  • UBS Financial Services, LLC, Financial Advisor, 2008-2009

Workplace Education

Financial stress can have a significant impact on employee productivity and performance. The Ameriprise Financial Wellness Program is designed to benefit the workplace by offering financial education and resources to employees through seminars, personalized financial planning, and valuable tools and resources offered through our financial wellness website. We partner together to prioritize the financial well-being of your employees.

Community participation


I'm interested in everything. Some highlights:

Volunteering - I enjoy volunteering in many different capacities. The most meaningful to me have been opportunities to serve underserved people. I volunteer for the City of Los Angeles Financial Planning Days, in homeless ministries, and through my church.

Trail Running and Hiking - I love spending time in the mountains I've found trail running to be the very best way to experience the outdoors.

Travel and Food - especially Italian!

Reading- Biographies, Fiction, Business, Biblical studies, it's hard to get enough.