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

  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., Industrial and Systems Engineering, San Jose State University, San Jose, CA

Interests

  • I embrace sustainable and responsible investing.

Community participation

I am a strong believer that we can do well for ourselves by doing good in our community. Like Churchill once said, "We make a living by what we get, but we make a life by what we give". This is why I serve on several nonprofit board of directors in my community.

Professional associations

  • Financial Planning Association