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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Small Business
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • Bachelors of Science Degree, Ecological and Evolutionary Bioliogy, University of California, Los Angeles (UCLA).

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2011-2015; 2019; 2020; 2021; 2022; 2023
  • Five Star Wealth Manager, 2015, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Board Member-The Thomas House Foundation; Volunteer-Feeding America; Child Sponsor-Children International; Wish Granter-The Make-A-Wish Foundation; Board member-Lifestyles HOA

Interests

  • World Travel
  • Community service
  • Golf
  • Tennis
  • Snowboarding
  • Reading/Self-Development
  • Biohacking
  • Volleyball
  • Martial Arts
  • Biking
  • Softball
  • Scuba diving
  • Wine Tasting and Pairing
  • Eclectic Music
  • Fine Dining
  • Giving Back

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.