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
  • Wealth Preservation Strategies
  • Investment Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Finra Series 7, 65, 63 Life and Health Insurance
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Recreation Administration, CSU Fresno. Fresno, CA

Interests

Spending time with my Wife Kristina and Daughter Siena

Golfing

Bay Area Sports Teams

Family Dinners

Summers in Lake Almanor

Community participation

Volunteer At Ronald McDonald's House

Previous experience

  • Investment Advisor Representative, Foresters Financial Services, INC, 2009-2017

Workplace Education

Why offer a financial wellness program to employees?

With jobless rates at record lows, one would assume employees would be less stressed, right? Wrong!

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even health of your employees.1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

· Financial education

· Tools and resources

· Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.