Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies


  • Sonoma State University; B.S. Accounting

Previous experience

  • Morgan Stanley, 2002-2011
  • Merrill Lynch, 2011-2018

Community participation

  • Boys & Girls Club Oakland/Alameda


  • Friends & Family
  • My Rescue Dogs
  • Snowboarding
  • Hiking
  • Muay Thai