Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, Series 63, Life and Health Licenses

Interests

  • My Family. I enjoy spending time with my wife Andrea, our daughter Rachel, and our granddaughters Nakiyah and Caleigh.
  • Travel. Andrea and I love to travel. We love to explore new places and experience new things.
  • Photography. Through our love to travel, and the birth of our granddaughters, photography has become a passion of mine. I enjoy capturing life's most precious moments.
  • Music. Jazz music has always been a love of mine and a part of my life for as long as I can remember.
  • Outdoor Activities. I enjoy talking walks and going hiking.

Community participation

Community Resource Center in Encinitas, CA

National Day of Service at the San Diego Community Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2002-2015

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.