Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies


  • Series 7 | General Securities Representative
  • Series 63 | Uniform Securities Agent State Law Insurance
  • Series 65 | Uniform Investment Adviser Law Examination
  • Insurance License | Life, Accident & Health

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Wells Fargo Advisors, Encino, CA, 1999 - 2019
  • Merrill Lynch, Beverly Hills, CA, 1997 - 1999

Community participation

Ameriprise National day of Service

  • Ameriprise Financial


I am grateful to be able to run around Monday's nights to play softball with "Saints We Ain't" a local softball team in my community. I have been lucky to meet mentors and coaches that have influenced my love and passion for sports since I was a young kid and getting together with my team Monday’s night keeps me going.