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

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Investments
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • University of California, Berkeley, B.A. in Economics


While my favorite "hobby" is helping others reach financial independence and retire with confidence, I can also be found:

  • Hiking and Backpacking
  • Gardening
  • Reading
  • Woodworking

Community participation

Families Helping Families helped provide 400 baskets of food to our local families last year. Every year, volunteers join together from early morning into the afternoon to pack and deliver groceries to families and seniors in our community. We have been lucky enough to be joined by several of our clients every year to help pack!