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

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠
  • Life and Health Insurance Licensed
  • Series 7 Licensed - General Securities Representative
  • Series 66 Licensed - Securities Agent and Investment Advisor

Interests

I enjoy watching most sports - participate in tennis, basketball, softball, cycling, skiing, golf and bocce .

Love to cook ... and eat. Recently, trying to learn more about wines.

Photography

Voracious reader and enjoy good movies

Always look forward to the weekends and spending time with family and friends

Community participation

Youth Business Week - a week long immersion in advanced business concepts, corporate citizenship and financial literacy -Sonoma, CA

Invest Write - Volunteer Judge - Educational program for students grades 4-12, that encourages critical thinking about saving, investing and spending valuable resources wisely, along with the utilization of complex research strategies

Wounded Warrior Project

Best Buddies - the world’s largest organization dedicated to ending the social, physical and economic isolation of the 200 million people with intellectual and developmental disabilities (IDD).

  • Habitat for Humanity - Volunteer Builder
  • Special Olympics - Head Coach, Bocce Team
  • High School Lacrosse Team - Head Coach, Oakland, CA
  • Marin County School to Career - Mentor
  • AIA - Alamo Improvement Association
  • German Shepherd Rescue of Northern California

Awards & recognition

  • Five Star Wealth Manager in the San Francisco East Bay, 2012, 2013, 2014, 2015 and 2016

Professional associations

  • East Bay Estate Planning Council
  • Financial Planning Association
  • Institute of Business & Finance
  • SparkPoint Financial Education Center
  • Stanford University Alumni Assoc