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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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


  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™


  • Bachelor of Science, Finance - California State University San Bernardino
  • Masters Science Personal Financial Planning - College of Financial Planning

Awards & recognition

  • Five Star Wealth Manager, 2021-2023
  • Trinity Wealth Advisors, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success, 2020-2022

Honored to receive recognition

All of us at Trinity Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Trinity Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

2011 Girls Competitive Soccer Coach - El Dorado Hills Soccer Club

CASA of El Dorado County supporter


  • 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.
  • US Soccer National D licensed coach 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.