Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 66 License
  • California and Washington, Life Insurance License
  • California and Washington, Accident and Health License
  • California and Washington, Variable Contracts License
  • California Partnership Long Term Care License

Education

  • BS, Mathematical Science, UC Santa Barbara (1983 - 1988)
  • BA, Law & Socitety, UC Santa Barbara (1983 - 1988)

Interests

Travel

Guitar

Sports (soccer being my favorite)

Cooking

Professional associations

  • Business Network International (BNI)

Previous experience

  • Branch Manager, First Interstate Bank, San Jose, CA, 1988 - 1995