Advisor profile

My Approach

We believe in helping people reach their short-and-long term financial goals by providing a professional and personable service. Through our ability to adapt to each client and tailor their experience we can guide them through difficult life situations and celebrate memorable milestones. This insight enables us to help clients prepare for the expected and unexpected while developing a diversified portfolio that aligns with their risk tolerance, goals and values. Typically, our clients desire to prepare and plan for the future, and we work to help them by providing a personal and goal driven experience. Our greatest passion is helping each client feel more confident, connected and in control of their financial life.

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


  • 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

  • Ameriprise Client Experience Award, 2022-2023

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


Weight Training, Travel, and Hiking