Advisor profile


What you can expect when you work with me

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.

Get started
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Qualifications

  • BFA™ Behavioral Financial Advisor

Education

  • BA Sociology, Chico State University, Chico, CA, 1994-1998

Awards & recognition

  • Main Street Wealth Group, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Administrative Assistant, LPL Financial, LLC, Woodland, CA, 1998 - 2018

Community participation

Interests

Family and community