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
25
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
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

  • B.A. Business Administration, 1999 California State University at Long Beach, Long Beach, CA

Awards & recognition

  • Ameriprise Circle of Success, 2020

Interests

  • I love spending time with my wife and our two young children.
  • I am an avid sports fan. I enjoy playing and watching all sports.
  • I enjoy helping people in my areas of expertise. Which includes managing risk within investment portfolios.