Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
  • Insurance
24
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

Education

  • Bachelor of Arts, History, University of California, Los Angeles, CA, 1994
  • Chartered Financial Consultant, The American College, Bryn Mawr, PA, 2005

Interests

  • I enjoy spending time with my wife, Stephanie, and our 3 amazing children -- Maverick (13), Gunnar (12) & Bisa (8).
  • Outdoor activities especially skiing & snow boarding, water sports, golf, mountain biking, hiking & camping.
  • Good food, good wines and great friends!
  • Traveling with family
  • We support Tim Griffith Foundation, Boys & Girls Club of North Lake Take, InnVision Shelter Network: First Step for Families & SFMOMA.
  • Our family has been long time San Francisco Giants fans.