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
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
  • Insurance


  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care


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

Awards & recognition

  • Five Star Wealth Manager, 2012-2023

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.


  • I enjoy golfing, fly fishing, and watching my teenage boys play baseball and golf.
  • 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

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.