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
16
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
  • Investment Management
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Missouri - Kansas City - Bachelor of Arts in Biology

Previous experience

  • Financial Advisor - Wells Fargo Clearing Services, LLC. , Novato, CA, 2012-2018
  • Financial Advisor - Morgan Stanley, San Francisco, CA, 2009-2012
  • Financial Advisor - Citigroup Global Markets Inc., San Francisco, CA, 2008-2009

Community participation

With another wild fire in our community the Non-Profit Charities are in need of our volunteering assistance even more. Apex Wealth Advisors is proud to participate in the upcoming Ameriprise Financial National Day of Service on Friday, November 8th from 11 AM to 1 PM. Several of our colleagues and friends will be volunteering with us at the Redwood Empire Food Bank and we would like to invite you to join!

Redwood Empire Food Bank

3990 Brickway Blvd. Santa Rosa, CA 95403

Interests

Fly Fishing

Snowboarding

Spending time with my family outdoors