Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Investment Management
  • Insurance
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances

Qualifications

  • Series 7, Series 66, Life and Health Licenses

Education

  • • Bachelor's of Science Sports Management, Business minor, University of the Pacific, Stockton, CA

Interests

· I am married to my college sweetheart, going on 22 years together.

· We have 3 active kids, ages 14, 12 and 8.

· I was born and raised in San Diego and have lived in CA, OR, CO and ID.

· I love coaching my kids’ sports teams and getting them out camping.

· I once worked as a Director of Marketing for the PGA of America, PNW Section.

· I am an amateur BBQ champion! (crowned at home)

Community participation

  • Upwards Sports Commissioner, 2009-2014.
  • Ignite Sports Board of Directors, Current.
  • Member of the National Society of Sons of the American Revolution.