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.


Interests

  • Avid reader
  • Travel
  • Hiking
  • Water sports
  • Skiing
  • Family & Friends
  • Personal & Professional Growth
  • Financial Literacy

Community Participation

  • I volunteer at the Boys & Girls Club to provide a Financial Literacy Program to middle school and high school students.
  • I volunteered at the Boys & Girls Club to provide families in need with a Thanksgiving dinner.
  • I volunteered at Second Harvest Food Bank to provide healthy food to local families in need.
  • I volunteered at the Orangewood Foundation by providing warm meals to help at risk youth.
10
Years of Experience ?

Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Small Business
  • Charitable Giving
  • Tax Planning Strategies

Education

  • Bachelor of Science in Business Administration, California State University Long Beach, 2003-2007

Previous Experience

  • Financial Consultant Partner, Charles Schwab & Co., Inc., 2017-2018, Newport Beach & Seal Beach, California
  • Associate Financial Advisor, Ameriprise Financial Services, Inc., 2008-2016, Torrance, California

Files for Download

My Videos(7 videos)

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