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

Areas of focus

  • Saving for Education
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning


  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Gary Berg and Associates, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Clayton Business & Community Association

  • Clayton Business & Community Association
  • All Out Sports League Coach- Clayton
  • Dana Hills Swim Team Board Member 2014-2015


Away from the business, I enjoy spending time with family and friends, coaching my kids’ sports teams, and playing basketball and golf. I am a Bay Area sports fan and fully support Cal football and basketball, San Francisco Giants baseball, Golden State Warriors basketball, and San Francisco 49ers football.