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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CA Life, Accident & Health Insurance License
  • Series 66 Securities License
  • Series 7 Securities License

Education

  • College of Financial Planning - Retirement Planning
  • San Diego State University - Bachelor of Arts
  • Hartnell College - Associate of Arts

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Financial Advisor, 2001 to present - Ameriprise Financial Inc.

Community participation

I proudly support the following organizations:

  • Monterey Bay Aquarium
  • Monterey County SPCA
  • CHP 11-99 Foundation

Interests

  • Living a balanced lifestyle.
  • Visiting new places.