Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA, Industrial Arts, Humboldt State University, Arcata, CA

Interests

  • Slalom waterskiing
  • Golf
  • Reading
  • Exercising outdoors
  • Spending time with my family
  • Cooking & enjoying a good glass of wine

Community participation

Loaves and Fishes of Contra Costa County

College Park High School Athletic Booster Club

Awards & recognition

  • Ameriprise Circle of Success, 2005 - 2010
  • Five Star Wealth Manager, 2012