Advisor profile


Our Mission, Vision and Values

Our mission is to forge lasting relationships, instill more confidence in financial goals, earn trust through personal care and commitment, and create an enjoyable, supportive work environment.

Our vision is to integrate teams, provide client-focused advice, and achieve growth that transcends success. We aspire to be the best workplace, fostering dynamic career paths.

We work hard, act with integrity, build relationships, seek balance, and choose positivity

23
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
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66

Education

  • B.S., Economics, Santa Clara University, Santa Clara, California - 2001
  • MBA, Financial Planning, California Lutheran University, California - 2021

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2019, 2021
  • Raegen, Parker and Associates, Ameriprise Client Experience Award, 2020, 2021, 2023

Community participation

  • Member with the Alameda Business Association
  • Member of the San Jose Silicon Valley Chamber of Commerce
  • Active with Cub Scouts

Interests

  • I enjoy family time with my wife and our three children
  • My hobbies include travel, reading, and golf
  • My favorite sports are swimming, biking and competing in triathlons

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.