Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • San Diego State University, B.S. - Business Administration, Accounting

Interests

  • I enjoy golfing, fly fishing, and watching my teenage boys play baseball and basketball.
  • Three generations of my family vacation together each year.
  • I'm an Eagle Scout and support scouting programs.
  • I taught English in Japan for three years on the JET Program

Community participation

I support the local Little League and travel baseball programs that help kids learn the fundamentals and become better citizens at the same time. I also support the Sacramento Taiko Dan and the Sacramento Asian Community Center golf tournament which helps develop programs that improve the quality of life for older adults.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020