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.

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

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Insurance


  • BFA™ Behavioral Financial Advisor


  • B.S., Business Administration: Finance, California Polytechnic State University, San Luis Obispo, CA

Awards & recognition

  • Reliant Wealth Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Brighton Jones, San Francisco, CA, 2013 - 2015
  • Ameriprise Financial, Walnut Creek, CA, 2009 - 2012

Community participation

Due to the COVID-19, the demand on our local food banks & resources has increased greatly. So, our office decided to volunteer & support Food for Lane County for our annual National Day of Service. We kept our distance, wore our masks & kept each other safe.

Instead of the donation barrel for all of June, we set up a one time “Drive By Drop Off” giving our clients the opportunity to help out their community. We collected 274-lbs of food. This equates to approximately216 meals. We were humbled & very grateful for the great turn out in such a short time frame - this was our largest turn out to date.

Thank you for helping our community!


  • Exploring the many restaurants and breweries that Eugene has to offer
  • Staying active by wakeboarding and biking during the summer, skiing and playing indoor soccer in the winter
  • Spending time with friends and family
  • Travelling, when time allows

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.