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

  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 66 Licenses

Education

  • Master of Science in Finance, University of San Diego
  • Bachelor of Business Administration, Finance, University of San Diego

Interests

  • Staying active while exploring San Diego on my bike, golfing or surfing
  • Cleaning up San Diego's beaches with the amazing I Love a Clean San Diego staff and volunteers
  • Cooking favorite dishes or trying out new recipes with my wife, Tierney
  • Road-tripping and camping up the California Coast

Community participation

Board President, I Love A Clean San Diego

  • I support ILACSD because I believe in our mission to conserve and enhance the environment