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

  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Previous experience

  • Tax Analyst and Office Manager, H&R Block, Jan 2002 - Mar 2005
  • Director, Technical Support & Quality Assurance, Network Peripherals Inc., Jan 1996 - Apr 2001


Married with 2 daughters who have graduated college and are working. Reside in San Jose Almaden Valley area (30 years).

Enjoy Golf and Skiing.