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

  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Insurance
20
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

  • University of California, San Diego
  • Graduated in 2001 with a degree in Economics

Interests

In My Personal Time I Enjoy:

  • Coaching Competitive Youth Travel Baseball With My Two Boys
  • Traveling With Family And Friends
  • Exploring the Great Outdoors

Community participation

Letip International Member

Awards & recognition

  • Ameriprise Circle of Success, 2011

Previous experience

  • Financial Consultant, Wells Fargo Investments, 2007-2010
  • Financial Advisor, Bank of America, 2005-2007
  • Financial Advisor, Morgan Stanley Wealth Management, 2002-2005