Advisor profile

Values Statement

Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.

18
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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Investment Management
  • Family Finances
  • Charitable Giving Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelor of Arts, Physical Education, California State University at Chico | Chico, CA
  • Master of Arts, Exercise Physiology and Biomechanics, California State University at Chico | Chico, CA

Awards & recognition

  • Avadi Wealth, Forbes Best-in-State Wealth Management Teams, 2026
  • Avadi Wealth, Ameriprise Client Experience Award, 2022-2025

Previous experience

  • Financial Advisor, MML Investor Services, 2014-2022
  • Financial Representative, Northwestern Mutual Investment, 2008-2014

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Avadi Wealth has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Boys and Girls Club of the North Valley Chico Board Member June 2021 to Present
Habitat for Humanity Finance Class Instructor September 2020 to May 2022

Interests

Weight Training, Travel, and Hiking