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
22
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
  • Domestic Partner Planning
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • Certified Financial Planner
  • Chartered Financial Consultant
  • Certified Divorce Financial Analyst
  • Master of Science, Financial Analysis, University of San Francisco
  • Bachelor of Science, English, UCSB

Education

  • Master of Science in Financial Analysis, University of San Francisco, 2009
  • Bachelor of Arts in English, University of California at Santa Barbara, 1997

Awards & recognition

  • Gilmore & Romines, Ameriprise Client Experience Award, 2021

Professional associations

  • Financial Planning Association

Interests

  • I like to stay active and have recently started CrossFit fitness training.
  • I enjoy whole foods cooking, Bikram Yoga, and camping.

 

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.