Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
  • Social Security Retirement Benefits
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Interests

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.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2020

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.