My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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26
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
  • Women's Financial Strategies
  • Family Finances

Education

  • B.A., Economics, University of California, San Diego

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

City Presbyterian Church, Long Beach -  Homeless Outreach Team Leader

Long Beach Rescue Mission - New Life Program Mentor Volunteer

Habitat for Humanity

Interests

I enjoy spending time with my wife Kelly, our daughter Natalie, our son Henry and rescue puppy, Dixon.

I am an avid snowboarder. I love spending time at different locales. Some of my favorite places I have enjoyed snowboarding at include Mammoth Mountain (CA), The Canyons (UT), Breckenridge (CO), and Banff-Lake Louise (Alberta, Canada).

I love watching football and baseball and also enjoy gardening, reading, surfing, traveling, playing basketball and guitar.

My photos

5 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.