Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Small Business
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
14
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
  • BFA™ Behavioral Financial Advisor™

Education

  • B.S. Business Administration with emphasis in Finance, CSU Fresno
  • A.A. Liberal Arts, Fresno City College

Interests

I enjoy spending time with my family, traveling to new places, giving back to my church and community, finding time to cook a great meal or enjoy a great bottle of wine!

Community participation

  • Central Valley Community Foundation Board Member
  • Next Generation Philanthropy Founder and Past President
  • Leadership Fresno Alumni Member (Class 29 Graduate)
  • Community Medical Foundation
  • City Without Orphans Impact Team
  • Midtown Vineyard Church

Awards & recognition

  • Ameriprise Circle of Success, 2021

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.