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.

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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
  • 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
  • Ameriprise Client Experience Award, 2022-2024

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