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
37
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
  • Wealth Preservation Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • California State University Fullerton Graduated 1989

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2022,2023

Professional associations

  • California State University Fullerton Alumni Association

Previous experience

  • Financial Advisor, Merrill Lynch, 2000 through 2009
  • Financial Advisor, Mercer Global Advisors, 1994 through 2000

Community participation

Gleaner's Food Bank Volunteer

Forgotten Harvest Volunteer

Seedlings Braille Books for Children

Board of Directors for Commerce Little League

Interests

Little League Baseball

- Board Member for Commerce Little League of Commerce, Michigan

- Team Manager in Majors Division for Commerce Little League

Walled Lake Western High School Equestrian Team

- Support my daughter and her team in their practices and competitions

High School Student Exchange Program

- Have been Host Family for several students over the last several years