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

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
29
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • San Jose State University BS Corporate Finance, Minor Economics

Interests

  • FAMILY – First and foremost, is my family. The values that my wife and I strive to impress on our sons in how to treat one another is an ongoing education in these challenging times.
  • TRAVEL - Our travels have given us the opportunity to enjoy our son's different interests and explore new places or visit past locations.
  • SURFING - One of my favorite sports to do, besides baseball.
  • BASEBALL- Whether watching our local professional baseball team, who has won three world series in the past 5 years, or in the stands watching as a parent my son's travel ball team, this sport provides life lessons and entertainment.