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
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Small Business
  • Employee Stock Options
  • Family Finances
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Securities Licenses 7, 9, 10, 24, 63


  • 1985 San Diego State University Bachelor of Arts Degree Economics
  • 1989 College for Financial Planning - CFP Designation


  • Snow Skiing and Boating in Lake Tahoe
  • Golf with my sons
  • The 49ers and the Giants

Community participation

I volunteer yearly at Alameda County Community Food Bank in observation of National Day of Service.

Awards & recognition

  • Ameriprise Circle of Success, 2019
  • Five Star Wealth Manager, 2012-2019
  • Ameriprise Diamond Ring Club, 2010

Professional associations