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 Plan Distribution
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Small Business
27
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
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Finance - California State University San Bernardino

Interests

  • I love spending time with my wife and kids.
  • I am an avid european football fan.
  • I've lived in El Dorado Hills since moving here from southern California in 2005.

Community participation

2011 Girls Competitive Soccer Coach - El Dorado Hills Soccer Club

CASA of El Dorado County supporter

Awards & recognition

  • Ameriprise Circle of Success, 2004, 2005
  • Ameriprise Client Satisfaction Score Award, 2008, 2013

Professional associations

  • Institute of Divorce Financial Analysts
  • IACP: International Academy of Collaborative Professionals
  • Sacramento Collaborative Practices Group