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

  • Divorce Financial Planning
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®

Education

  • California State University Fullerton - Bachelor of Business Administration (BBA), Finance

Interests

I am from Orange County, raised in Anaheim and educated in Fullerton. I am a big fan of board games and anything strategy related. At home I have two cats, Rosie and Catalina.