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

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments
  • Saving for Education
  • Insurance
  • Family Finances
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • California State University, BS, Business Administration, Concentration in Finance and Economics

Interests

  • I love to travel!
  • Hiking and skiing
  • Spending time with family and friends

Community participation

  • FEAT – Families for Early Autism Treatment
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Previous experience

  • Client Relationship Manager, Ameriprise Financial Services, Inc., July 2013 – September 2015
  • Development / Programs Assistant Families for Early Autism Treatment, Inc., December 2009 – June 2013

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.