Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

I have been an avid recreational cyclist for many years. There's nothing like getting out on the road with the wind in your face. When I'm not biking I enjoy taking my Labrador Retriever out for hikes around the Los Angeles foothills. As a native of Los Angeles it might be no surprise that I’m a lifelong fan of car racing. Formula One fascinates me and I follow "The Circus" through the F1 season.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Certified Financial Planner Board of Standards

Previous experience

  • ML Stern and Co./Southwest Securities Inc., 2002-2013