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
2
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
  • Saving for Education
  • Investments

Education

  • Bachelor's of Business Administration concentration in Accounting and Marketing, Sonoma State University, 1998-2002

Previous experience

  • Financial Solutions Advisor, Bank of America Merrill Lynch, Corvallis, OR, 2021-2024
  • Branch Management, Wells Fargo Bank, Albany, OR, 1999-2021

Interests

Enjoying time with Family and Friends, hanging out at the coast in the Summer and in the snow in the Winter, avid fan of the SF 49ERS, SF GIANTS, and GOLDEN STATE WARRIORS, like watching sci-fi movies and shows, and enjoy participating in fantasy football, baseball, and basketball leagues.

My photos

2 albums
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