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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED FINANCIAL PLANNER™ practioner

Education

  • Bachelor of Arts in Business with an emphasis in Finance from California State University, Fullerton

Awards & recognition

  • Five Star Wealth Manager, 2013-2022

Community participation

Board of Director for SAMLARC 2014-2020. Positions include: Secretary, CFO and Vice President

Chairman of the Board and Board of Director for Rancho Santa Margarita Chamber of Commerce 2012-2014

Instructor at City of Rancho Santa Margarita Community Center

Interests

  • My daughter Ella enjoys dance classes and my son Carter enjoys soccer so they keep us on the go
  • On Sunday's, you'll find me engulfed in football or golf or just relaxing at the beach
  • I stay active with golf, roller hockey or hiking the Tijeras Canyon trail behind my house
  • As a U.S. Army Paratrooper Veteran, I try to make time to thank our troops

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.