Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA in Financial Planning

Education

  • California Lutheran University - MBA in Financial Planning
  • California Lutheran University - BS in Finance

Interests

It brings me a tremendous amount of joy to spend time with family and friends, whether we are wine tasting, barbecuing, playing cards, or simply getting together for coffee to talk. I enjoy activities such as baseball, golf, tennis, and indoor soccer to keep my competitive juices flowing. I also love teaching and coaching, kids and adults, how to be savvy in sports and in finances.