Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies

Qualifications

  • Series 7, 66, Life and Health Licenses, Annuities, Long-Term Care.

Education

  • I have a degree in Business Finance and Management
  • I have a degree from CSUF 2000- Mihaylo College of Business & Economics

Interests

  • I love spending time with my wife Jenny, and my children Ryan 14, Trevor 12, and Katelyn 9
  • I enjoy coaching my boy's flag football teams and other sports
  • I enjoy traveling, golfing , fishing , hiking and camping
  • I have a passion for business, investments, real estate, and faith

Community participation

My family supports the Wounded Warrior Projects.