Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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22
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

  • 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.