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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS Degree in Management Science, University of California, San Diego, 1997

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Five Star Wealth Manager, 2018, 2019, 2020-2022
  • AdvisorHub Advisors to Watch (under $1Bil), 2022

Community participation

  • Chaired the Food Truck Round-Up for Cancer Research to raise funds for the John Wayne Cancer Institute
  • Volunteered at "Sparks of Love" Christmas events for Los Angeles County
  • Led teams for Habitat for Humanity International on house builds in Mexico and Ecuador
  • Volunteered at "Fishing in the City" event to share the joy of fishing with underprivileged children in the Los Angeles County

Interests

  • Deep sea fishing out of San Deigo
  • Men's softball league at Rancho Park
  • Cooking and hosting friends and family for dinner
  • Tennis and Basketball once a week
  • Trout fishing in Mammoth
  • Other outdoor activites - Hiking the Santa Monica mountains, rock climbing, snowboarding in Tahoe

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.