Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 66

Education

  • B.B.A., Finance, University of Iowa, Iowa City, IA

Interests

  • I spend my free time attending sporting events, reading, playing basketball and watching movies.
  • I also enjoy volunteering with different non-profits in the San Jose area.

Community participation

Member of the San Jose Silicon Valley Organization

Ambassador for SV Next, A program of the Silicon Valley Organization

Member of the Alameda Business Association

Volunteer at Life Moves in San Jose

Professional associations

  • Ambassador for SV Next - The Silicon Valley Organization