Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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
  • Investment Management
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Employee Stock Options
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving




  • University of California at Berkeley, Berkeley, CA - 2001
  • St. Ignatius College Preparatory, San Francisco, CA - 1997

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • Certified Financial Planner member

Community participation

Sycamore Valley Parent Teacher Association Member

Sycamore Valley Elementary Site Council Member

Contra Costa Food Bank Volunteer

East Bay Regional Parks Volunteer

Glide Memorial Church Volunteer

San Francisco Marionettes Synchronized Swim Team Donor

San Ramon Valley Girls Athletic League (softball) Volunteer Coach


  • Spending quality time with my wife and three kids.
  • Enjoying numerous outdoor activities in and around the Bay Area such as hiking, cycling, basketball, and swimming.
  • Travelling the world again!
  • Cheering on local sports teams - Go Warriors, Niners, and Giants!