Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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.