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

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Small Business
  • Investments
  • Charitable Giving


  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Arts, Radio, TV & Film, Calif. State Univ. Northridge, 1984

Awards & recognition

  • Protect. Grow. Give.®, RiverSource Life Insurance Co. of New York, 2013
  • Chelsea Highline Financial Advisors, Ameriprise Client Experience Award, 2021 - 2022

Honored to receive recognition

All of us at Chelsea Highline Financial Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Chelsea Highline Financial Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Member of the California State University Northridge Alumni Association


  • Sailing -- coastal cruising. I've sailed the Northeast from the New York Harbor to Cape Cod and Boston.
  • Motorcycle riding -- I own a touring bike and take trips around New England.
  • Playing music -- piano and guitar & learning to play banjo. I play electric 12-string in a band.
  • Cooking -- kind of a hobby, I enjoy creating good food for others to enjoy.
  • Backyard farmer -- I love being able to grow my own food! What a concept!
  • Newest endeavor -- Beekeeping! Living in an area surrounded by farms, I kind of fell into it. It's really interesting to watch them work! They all have a job and work tirelessly.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.