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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Investment Management
  • Saving for Education
  • Charitable Giving
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Insurance

Education

  • California Polytechnic State University, Bachelors of Science in Economics

Hours of Business - PST

Monday- Remote from 8:00am-2:00pm

Tuesday- In Office from 8:00am-2:00pm

Wednesday- Remote from 8:00am-2:00pm

Thursday- In Office from 8:00am-2:00pm

Friday- Remote from 8:00am-2:00pm

Community participation

Volunteering for Ameriprise National Day of Service at Feeding San Diego Food Bank
Volunteering for Ameriprise National Day of Service at Feeding San Diego Food Bank

Interests

My interests include:

  • Spending time with family
  • Camping
  • Traveling
  • Boating
  • Trying new restaurants