Advisor profile


My approach

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

  • Retirement Income Strategies
  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
25
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 and Managing Director
  • Pismo Beach Chamber of Commerce - Past Board Member and Treasurer

Awards & recognition

  • Ameriprise Circle of Success, 2014

Value Proposition

I work with people nearing retirement, retirees, and widowed/divorced individuals who are motivated to get their financial house in order. My goal is to provide clarity so that you feel at ease about your financial future. I do this by listening to what's important to you, then designing a financial plan carefully tailored to your goals and dreams.

My purpose is to help you deal with the complexities of wealth, exploring the full range of possibilities it can bring, and advising you on strategies for harnessing its potential.

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.