Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
17
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

Education

  • Montgomery High School
  • University of California at Santa Barbara - BA History & Business Economics
  • California Lutheran University - MBA

Interests

  • Snowboarding/Skiing
  • USTA Tennis Tournaments & Leagues
  • Charitable Involvement: Chop's Teen Club, Santa Rosa Junior College, Rocket Dog Rescue
  • Photography: Calistoga Camera Club
  • Classic Cars
  • Reading
  • Golf
  • Traveling

Community participation

Awards & recognition

  • Forty Under 40 - North Bay Business Journal , 2019
  • Ameriprise Circle of Success, 2015-2020

Previous experience

  • Bank of America Merrill Lynch, 2008-2012
  • Scott Weatlh Management of LPL Financial, 2007
  • FSC Securities Corp, 2005-2006
  • Wells Fargo Financial, 2003-2004