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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA securities license 7

Education

  • Golden Gate University, BS Finance

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2018-2022
  • Ameriprise Circle of Success, 2010-2021
  • Ameriprise Client Experience Award, 2021
  • On Wall Street Top 25 Regional Advisors Under 40, 2018

Professional associations

  • Campbell Chamber of Commerce

Community participation

  • Cake4Kids, sponsor
  • Leukemia and Lymphoma Society, sponsor
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

Sports, Cars, Helping people, Being active in charitable community work, world events

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.