My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

I have recently taken up the hobby of competing in triathlons within my area and community and enjoy participating in various events and competitions.

I also enjoy working with my hands and building different pieces of furniture and other fixtures.

Community Participation

I enjoy coaching my daughter's athletic teams, and I have successfully coached soccer and baseball for the city of Lakewood. I have coached the Cubs and Pirates in the Hartwell Cal Ripkin Baseball Little League. As well as the Lakewood AYSO Purple Sharks Soccer League.

20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Education

  • California State University of Long Beach Bachelor of Science in Finance

My Videos(2 videos)