Advisor profile


My approach

People have never been as busy as they are today. My goal is to help you develop a financial plan that looks for efficiencies through in-depth, engaging, and productive quarterly meetings. I believe if you give me 90 minutes per quarter, you can have greater financial peace of mind so that you are able to focus on other aspects of your life.

I help my clients with a variety of different financial planning areas. We work to help pursue your goals and dreams by ensuring that your investments, tax strategies, retirement planning, insurance, and estate planning strategies are comprehensively working together. I believe treating each of these as isolated issues can lend itself to unnecessary difficulties and inefficiencies. I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Family Finances
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Arts, Economics; University of California, Los Angeles (UCLA)

Interests

  • Traveling
  • Playing sports
  • Spending time with family
  • Reading
  • Networking
  • Golf

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.