Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Saving for Education
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Interests

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.

Community participation

Clayton Business & Community Association

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