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

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Intergenerational Planning
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RICP® Retirement Income Certified Professional®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • CKA® Certified Kingdom Advisor®
  • FINRA Series 7 license and Series 66 license

Interests

Art - started college as an art major then switched to business, Architecture - we built our house, Jazz, Gardening (especially vegetables), Cooking-its part of my daily unwinding, Travel- which I don't do enough. My next planned trip is to the Baltic Sea area.

Community participation

  • Inner Circle supporter for Los Angeles Center Theatre Group,
  • Patron member of LACMA (Los Angeles County Museum of Art)

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • Ameriprise Client Experience Award, 2020

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.