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
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
  • Tax Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • Bachelors in Finance at W.P. Carey School of Business, Arizona State, Tempe AZ

Awards & recognition

  • BRUNDAGE, PEARL & ASSOCIATES, Ameriprise Client Experience Award, 2021

Professional associations

  • Superstarz Business Network, Huntington Beach, CA

Previous experience

  • Ameriprise Financial, Financial advisor, 2006 to present

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

I volunteer at Fern Drive Elementary School in Fullerton California for their annual Carnival fundraiser.


I currently play on two slow-pitch softball teams. I enjoy sports and spending time with my family friends.