Advisor profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
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24
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.