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

  • Women's Financial Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Insurance
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I enjoy working in my back yard in El Sobrante, CA. Growing your own food is an amazing experience. Having the family over on the weekends to plant the garden, harvest, and eat together is always a great time.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2011-2014
  • "Protect. Grow. Give." Award, RiverSource Life Insurance Company", 2011 and 2012