Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CA Insurance License # 0A71012 for life, health, accident, & variable contracts
  • Series 7: General Securities Representative
  • Series 3: National Commodity Futures
  • Series 63: Uniform Securities Agent
  • Series 65: Uniform Investment Adviser

Education

  • Bachelor of Arts, 1980, Finance, San Diego State University, San Diego, CA

Interests

  • My wife Debbie & I love to golf and travel to Hawaii.
  • We have two great kids, Tyler and Kristina.
  • Kristina is a member of their women's golf team.

Community participation

  • I am active with youth sports in our community and have volunteered for coaching many teams over the years.
  • I support the local high school and athletic departments and several local charities.

Awards & recognition

  • Ameriprise Circle of Success, 2010 and 2011