Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Family Finances
  • Saving for Education
  • Investments
  • Domestic Partner Planning
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Fund Specialist, CFS
  • FINRA Series 7, Series 63, Series 66
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Business Administration, 2002 Sonoma State University, Rohnert Park, CA

Interests

  • My passion is traveling- I visited 5 countries in 14 days!
  • I enjoy cooking and sharing recipes with other at-home chefs
  • I love the outdoors, especially hiking and camping

Community participation

  • Keaton Raphael Memorial Supporter
  • Muscular Dystrophy Association
  • Rotary Club of Folsom
  • South Placer Estate Planning Council
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Awards & recognition

  • Five Star Wealth Manager, 2020

Professional associations

  • Financial Planning Association

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

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.