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
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
  • Intergenerational Planning




  • MBA, Cal State Hayward, 1988
  • BA Economics, UC Davis, 1982

Awards & recognition

  • Ameriprise Client Experience Award, 2021, 2022
  • Five Star Wealth Manager, 2013, 2016, 2017, 2018, 2019, 2021, 2022,2024

Community participation


Skiing - love Sugar Bowl

Hiking - love to walk out our front door and hike in the American River Canyon

Camping - favorite place is Burney Falls

Family activities - headed to Seattle in June for Daughters graduation from U of Washington

Traveling - visited Australia last December and spent two weeks this summer finding my roots in Ireland!