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.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS. Business Administration, California State University, San Bernardino, 1999

Awards & recognition

  • Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Accounting, Costco Wholesale, Issaquah, WA, 1992-2006

Community participation

Ameriprise National Day of Service

Interests

  • Exploring the Pacific Northwest via foot & motorcycle
  • Playing various musical instruments
  • Studying history: particularly past conflicts and financial downturns