Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Christian Financial Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, Series 66 and Life and Health Insurance

Education

  • BA in Business, California State University Sacramento, 2002-2006
  • Concentration in Finance and Risk Managment

Interests

  • Camping, hiking, wine tasting, cooking, and golf.
  • Archery, big game hunting and mountain biking.
  • Traveling with my family.
  • Sign Language.
  • Spending time with friends and family.

Community participation

  • Agape International Missions
  • Sacramento State Alumni Association Business Chapter
  • Nor Cal Services for deaf and hard of hearing
  • 3 Strands
  • SPCA

Awards & recognition

  • Five Star Wealth Manager, 2020-2021
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Developmental Disabilities Service Organizaion -DDSO

Honored to receive industry recognition.

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.
Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

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.