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 Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Small Business
  • Saving for Education
  • Domestic Partner Planning
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Ameriprise Circle of Success, 2008 - 2021
  • Ameriprise Diamond Ring Club, 2009
  • Ameriprise Circle of Success Hall of Fame, 2022

Community participation

Vietnam Veterans of America, California State Council; Sons and Daughters in Touch, Liason, Past President and Secretary, Riverside, CA; Riverside National Cemetary Support Committee, Volunteer, Riverside, CA

Interests

Outside of the office, I enjoy spending my time outdoors. Backpacking, rock climbing, running and hiking are a few of my favorite pastimes. Whether its maneuvering the switchbacks down the Grand Canyon with fellow practice advisors or more leisurely walking the trails with my childre near our cabin in Idyllwyld, I revel in the opportunity to slow down and enjoy the many natural wonders available to us.

Additionally, I enjoy immersing myself in Japanese culture often, as my beloved mother was Japanese. From sipping piping hot green tea or "ocha," to partaking in sushi with my family on Friday nights, I have a deep affinity for the culture.

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.