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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Previous experience

  • Merrill Lynch, 1996-2001
  • UBS Financial Services, 2001-2006
  • Wamu Investments, 2006-2008
  • Wells Fargo Investments, 2008-2011

Community participation

St. Marthas Catholic Church, Community Outreach
This is important to me as it provides an opportunity for me to give back to the community. My family and I contribute our time and resources through charitable giving.

  • St. Marthas Catholic Church

Interests

My interests include my family, automotive hobbies, traveling, and attending my children's sports events.

My photos

1 albums
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