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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Financial Planning for Small Business

Education

  • University of California, Riverside
  • Bachelors of Science, Business Administration
  • 1988-1990

Community participation

Being a part of a tight knit community like Sonoma County allows for many advantageous resources to help out my community and help improve this beautiful area for us and our future children. Among those I participate the majority center around my two beautiful daughters including St. Francis Dad's Club, PTA and of course making sure my family and I participate in any community events. I am also a part of the Native Sons of the Golden West, preserving this area's history as well as California's and I recently joined the Sonoma Chamber of Commerce to stay informed and up to date.

http://www.lincolnnativesons.org/

http://sonomachamber.org/

Interests

I enjoy the outdoors with my family and friends. On a weekend you can usually find me hiking or biking through the beautiful hills of Sonoma, CA.

My photos

3 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.