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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Sonoma State University - Bachelor's in Economics

Previous experience

  • Financial Advisor, BrokersXpress LLC, 2010-2012, Santa Rosa CA, 2 years
  • Financial Advisor, Wells Fargo Investments LLC, 2009-2010, Santa Rosa CA, 1 year
  • Financial Advisor, Banc Of America Investment Services Inc, 2004-2009, Santa Rosa CA, 5 years

Community participation

Volunteer at Windsor Unified School District

PTA Member of Windsor Unified School District

Windsor Little League Coach

Interests

Avid reader of financial topics

Love playing and coaching baseball with my two boys

Going to SF Giants baseball games with family

Working on Puzzles