Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Cash Flow Management Strategies
  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • RICP® Retirement Income Certified Professional®
  • Series 7
  • Series 66

Education

  • BA Bachelor of Arts, San Francisco State University

Interests

  • I believe in giving back and I make it a point to volunteer on regular basis.
  • I love my labradoodle and will do anything for him.
  • I enjoy yoga, sailing on the San Francisco Bay, bike riding on Ponte Vedra Beach and hiking on Mount Tam in Mill Valley and Little Talbot Island near Jacksonville.
  • I am interested in health and nutrition. I am learning to cook a variety of food from raw vegan to barbeque.

Community participation

I have volunteered for Leukemia Lymphoma Society (LLS), directly and by raising funds by participating in Team in Training for the San Francisco Nike Women's Half Marathon twice. I received 2 medals in the form of Tiffany pendants for the completion.

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.