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

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Insurance

Qualifications

  • Series 7 & 66
  • Life, Health and Annuitites

Education

  • MBA Global Impact Management, Social Enterprise & Finance: The Middlebury Institute of International Studies - Monterey, CA
  • MA International Policy & Development: The Middlebury Institute of International Studies - Monterey CA
  • Natural Resource Management: The Norwegian School of Economics - Bergen, Norway
  • BA Global Studies: CSU Monterey Bay - Seaside, CA

Awards & recognition

  • Salinas Valley Financial Services, Ameriprise Client Experience Award, 2024

Community participation

Interests

I enjoy spending my time hiking local trails and paddleboarding in the Monterey Bay. When we have the chance, my wife and I love exploring tropical places like Hawaii and Latin America.