Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Investments
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 9, 10, 66 & CA Insurance License

Education

  • Bachelor of Science, Business Administration, Northern Arizona University, Flagstaff, AZ
  • Masters, International Management, Thunderbird, Glendale, AZ

Interests

I enjoy classical music, reading and watching films.

Community participation

Ameriprise National Day of Service

Awards & recognition

  • Ameriprise Circle of Success, 2013

Professional associations

  • CA Department of Insurance