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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investments
  • Saving for Education
  • Charitable Giving


  • ChFC® Chartered Financial Consultant®
  • Series 7, Securities License
  • Series 63
  • CA Life, Accident & Health


  • B.A., 1990, Marketing/Advertising, Cal Lutheran University, Thousand Oaks, CA

Community participation

  • Penasquitos Lutheran Church - member
  • San Diego Walk to End Alzheimer's - participant and donor
  • Feeding America - participant
  • Third Avenue Charitable Organization, "T.A.C.O." - donor
  • California Lutheran University - alumni donor
  • University of Arizona - donor


  • My wife, Sarah and daughters, Abby and Erika
  • Spending time and traveling with family and friends
  • Being outdoors: flyfishing, wakeboarding and hiking the trails above Torrey Pines State Beach
  • Sports of any kind
  • Cooking and enjoying great food

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.