Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

32
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
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Small Business
  • Women's Financial Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelors of Science, Business Administration, Cal Poly Pomona 1992

Awards & recognition

  • Sentinel Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Ameriprise Diamond Ring Club, 2010
  • Ameriprise Circle of Success, 2004-2022

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Sentinel Wealth Advisory Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

*Chino Hills Community Foundation

*Chino American Legion, Post 299, S.A.L, Sons of the Legion

*Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

*Feeding America

Interests

*Golf

*Travel

*Scuba Diving

*Pickelball

*Spending time with family & friends

*Fitness, health & nutrition

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.