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
  • Women's Financial Strategies
  • Estate Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 66

Education

  • B.S. Business Administration, concentration in Accounting, 1986, California State Univ., Stanislaus
  • A.S. Engineering, 1983, Merced Community College

Interests

  • Married and have three daughters
  • Enjoy bicycling, snow sking and hiking in the Sierra
  • U.S. Air Force veteran

Community participation

  • Castle Air Museum, Volunteer Tour Guide
  • Boy Scouts of America, Eagle Scout, Eagle Board Chair
  • Merced City Bicycle Commission, 2010-2017
  • Italian Catholic Federation member 1991-Present
  • St. Patrick's Church, Finance Committee, 2005-2017
  • St. Patrick's Church, Facilities Committee, 2012-2017

Professional associations

  • Financial Planning Association, Central California Chapter
  • Certified Financial Planner Board of Standards, Inc.