Advisor profile


My approach

I help people discover their financial DNA.

Destination.

Navigation.

Action.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • California State University, Bakersfield, B.S., Business Admin. & Management

Interests

Enjoy reading, travel and experiencing different cultural cuisines. Fluent in Indonesian language.

Community participation

Kiwanis Club of South Bakersfield, Member

Harvey & Laura Brockmeyer Scholarship Foundation, Committee

The Mission at Kern County drop off site

Kern Adult Literacy Council Gala

American Cancer Society, Relay for Life

CAP K Food Bank-National Day of Service

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2016

Professional associations

  • Chartered Retirement Planning Counselor

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.