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
  • Retirement Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7 & 66, CA Long Term Care Partnership, and Insurance Licenses
  • APMA® Accredited Portfolio Management Advisor℠


  • Bachelor of Science in Business Administration -Finance & Accounting
  • Summa Cum Laude, The University of Arizona


Enjoy listening to smooth jazz, watching bay-area sports, as well as spending quality time and traveling with my wife Janny, our daughter and twin boys!!

Community participation

Volunteer for "Friends Feeding Friends"