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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • •MBA Master of Business Administration, University of Phoenix, 2003

Awards & recognition

  • Five Star Wealth Manager, 2016-2024
  • Trinity Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

  • Snowline Hospice, Board Member
  • El Dorado Community Foundation
  • Women's Fund
  • El Dorado Hills Rotary

Interests

I enjoy spending time with family, friends and playing with our dogs and cat. I am a fitness lover and have competed in several NPC competitions.