Advisor profile

What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Consulting on potential benefits and risks of IRA rollovers
  • Insurance

Education

  • A.A. Music, Diablo Valley College, Pleasant Hill, CA
  • A.A. Music Industry Studies, Diablo Valley College, Pleasant Hill, CA

Awards & recognition

  • Bridgetown Legacy Advisors, Ameriprise Client Experience Award, 2023-2024

Interests

I enjoy spending quality time with my family and creating new memories. When I'm not at work or church, you can usually find me playing an instrument and producing music, whittling, cooking, forming snow creatures, or playing video games.

My photos

2 albums
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