Advisor profile


What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments

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

Awards & recognition

  • Ameriprise Circle of Success, 2013

Professional associations

  • CA Department of Insurance

Community participation

Ameriprise National Day of Service

Interests

I enjoy classical music, reading and watching films.