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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • AIF® Accredited Investment Fiduciary®
  • CA Insurance License #0810216
  • Licensed with Finra: Series 6, 7 & 66.

Education

  • MBA - St. Mary's College of California 2019
  • B.A. Economics & Psychology - University of California, Santa Cruz 1985

Community participation

  • UCSC Alumni
  • Previous sponsor of San Jose Police Officer's Association
  • Competent Toastmaster. Former President & Treasurer of a local Toastmaster club in Santa Cruz, CA.

Interests

  • I enjoy Fine Dining and Music
  • I am a fan of Professional Football
  • Socially Responsible Investments Considered

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.