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
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
16
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • California State University, Sacramento CA
  • Bachelor of Science Degree
  • Master of Science Degree

Interests

I absolutely love spending time with my wife and five children

Community participation

Boy Scouts of America, Knights of Columbus, West Coast Walk for Life, Down Syndrome Information Alliance

Awards & recognition

  • Ameriprise Circle of Success, 2010-2016