Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Business Administration and Accounting at California State University, Fresno

Interests

  • Business Values: Integrity, Honesty, Transparency, Fairness, Teamwork, Accountability and Reliability
  • Personal Values: Faith, Family, Health, Wealth and Happiness
  • I enjoy living on the Central Coast of California, and love to play golf as well as exploring the many hiking trails along the coast and in the surrounding mountains.
  • I am interested in United States History, particularly the Civil War period, World War II and the Revolutionary War. My dream is to visit the major battlefield sites of the Civil War.
  • I enjoy reading historical novels.

Community participation

  • Rotary Club of Pismo Beach / Five Cities - Past President 2016-2017
  • Pismo Beach Rotary Foundation - Current Board Member & Managing Director
  • Pismo Beach Chamber of Commerce - Past Board Member and Treasurer

Awards & recognition

  • Ameriprise Circle of Success, 2014