Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Private Wealth Advisory Practice
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 27 years experience in Financial Service Industry
  • Client Satisfaction Survey Score: 94%
  • Small Business Financial Planner
  • Insurance and Tax Strategy for Small Business

Education

  • California Polytechnic University 1982 Bachelor of Science in Economics/Finance

Interests

  • Being with Family & Enjoying Friends at South Hills Community
  • Playing Basketball & Swimming.
  • Cheering on my girls at Valley Christian Basketball games!
  • Speaks English and Spanish
  • Playing guitar at Sunday Children's Fellowship

Community participation

  • Sunday School South Hills Community Church
  • Home Group Leader South Hills Community Church
  • Valley Christian Booster

Awards & recognition

  • Ameriprise Circle of Success, 2003-2011, 2013, 2015
  • Ameriprise Diamond Ring Club, 2008