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
27
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- 2024

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.

My photos

3 albums
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