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
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Small Business
  • Retirement Plan Distribution
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠
  • CLU® Chartered Life Underwriter®

Education

  • B.S., Business Administration and Entrepreneurship, California State University, Fresno, CA

Interests

  • Traveling with family and friends
  • Being involved with my church
  • Community involvement through local charities

Professional associations