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

  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Finra Series Licenses 7, 63, 65
  • CA Insurance License #0B77188

Education

  • MBA, Marketing, Golden Gate University, San Francisco, CA
  • BS Environmental Design, Cal Poly, San Luis Obispo, CA

Interests

  • Backpacking
  • Fly fishing
  • Outdoor cooking of all kinds
  • Community service
  • Grandchildren

Community participation

Safe Families for Children

Awards & recognition

  • Five Star Wealth Manager, 2012-2014

Previous experience

  • Financial Advisor, Morgan Stanley, 1995-2006