Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Charitable Giving
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Christian Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits


  • BFA™ Behavioral Financial Advisor


  • M.A. Business and Finance, Fresno Pacific University
  • B.A. Business Administration, Marketing and Finance, Fresno Pacific University

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Ameriprise Circle of Success, 2019-2022

Community participation


Professionally - I love client relationships. I want to know what’s important to clients about their finances. I want to stay current on what’s going on in their lives. I love continued education both personally and for clients. Long term relationships will come only from being dependable, having high morals, being a good listener, a clear communicator, and ALWAYS doing what is right for the client.

Personally - I enjoy outdoor sports, travel, and spending time with family and friends.

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.