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

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Charitable Giving
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
    • Series 7 License
    • Series 66 License
    • CA, Life, Accident & Health

Education

  • Bachelor of Arts degree, University of St. Thomas, St. Paul, MN

Interests

Hiking, cycling, playing piano and guitar, and enjoying the ocean and the outdoors in San Diego.

Community participation

  • Volunteer at United Way
  • Volunteer at Meals on Wheels
  • Volunteer at San Diego Food Bank
  • Volunteer at Feeding San Diego
  • Volunteer judge at InvestWrite writing competition for kids
  • Volunteer at I Love a Clean San Diego

Awards & recognition

  • FIVE STAR Wealth Manager, 2013, 2014, 2016, 2017, 2018, 2019