Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • Series 7 License
  • Series 66 License

Education

  • UCLA - Anderson School, MBA, 1993
  • U.C. Davis, 1986

Awards & recognition

  • Ameriprise Circle of Success, 2007

Professional associations

  • Japan America Society of Oregon

Community participation

  • United Way Campaign Cabinet, Cabinet Member - Portland, OR
  • Leadership Clark County, Class of 2009 - Vancouver, WA
  • Free Clinic of Southwest Washington, Volunteer - Vancouver, WA
  • Alpha Phi Omega, Service Fraternity Member - Davis, CA

Interests

Include basketball, culture and diversity, and writing.