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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 and 66

Education

  • BA Bachelor of Arts, Economics, University of California Santa Cruz
  • BA Bachelor of Arts, History, University of California Santa Cruz

Community participation

Samaratin's Purse

Interests

I love spending time with my family - husband to Nicole, a surgical ICU nurse, and dad to our son Cameron. We enjoy supporting Cameron in all his growing interests. My hobbies include working out and cheering on my two favorite SoCal sports teams, the Angels and Rams.