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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • George Washington University, B.A. History/Political Science
  • University of California, Hastings College of the Law, JD

Awards & recognition

  • The Financial Destinations Group, Ameriprise Client Experience Award, 2023-2024

Honored to receive recognition

All of us at The Financial Destinations Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Financial Destinations Group team and the great experience we work so hard to provide for our clients every day.

Community participation

Judge, Investwrite Competition, SIFMA Foundation, 2024