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

  • 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


  • RICP® Retirement Income Certified Professional®
  • Series 7
  • Series 66


  • BA Bachelor of Arts, San Francisco State University

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.


  • I believe in giving back and I make it a point to volunteer on regular basis.
  • I love my labradoodle named Jax and will do anything for him.
  • I have a zest for life, enjoy traveling and immersing myself in different cultures.
  • My passion and quest for health led me to complete a 200-hour yoga teacher training program in 2021.
  • I am interested in health and nutrition. I am learning to cook a variety of food with an emphasis on raw and vegan.

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.