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
26
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
  • Small Business
  • Family Finances

Education

  • B.S., 1994, University of California at Irvine

Awards & recognition

  • Five Star Wealth Manager, 2012- 2022

Interests

  • Ski Instructor: Mammoth Mountain Ski and Snowboard School, Mammoth Lakes, CA. I work with kids and adults to share my passion for skiing and help them enjoy the mountain.
  • Surfer/Member: Surfrider Foundation. Not only do I enjoy being out on our coastline, I contibute to this non-profit organization to help keep our beaches clean.