Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies


  • CFS® Certified Fund Specialist


  • Bachelor of Science, Business Administration and Finance, Pepperdine University 1994-1997

Awards & recognition

  • Five Star Wealth Manager, 2013-2016, 2019, 2021-2023
  • Ameriprise Circle of Success, 2012-2013, 2016-2022

Community participation

  • Annual Contributor/Partner to the Special Olympics
  • Annual Contributor to the Orange County Rescue Mission
  • Annual Contributor to the American Institute for Cancer Research
  • Annual Contributor to the Make A Wish foundation
  • Annual Donor to the 552 CLUB, Hoag Hospital Foundation
  • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.


Spending time with Family (i.e. Family Vacations and Sporting Events)

Golfing with clients/friends

Watching my son play Ice Hockey

Going to the Center to watch the LA Kings

Loving life and enjoying every day to the fullest!

Striving to make a positive difference in other people's lives