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
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
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies


  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™


  • University of California, Berkeley, BS in Business Administration
  • University of Santa Cruz, Certificate in Human Resource Management

Awards & recognition

  • Ameriprise Circle of Success, 2017
  • WisdomSource Wealth Advisory Group, Ameriprise Client Experience Award, 2021-2022
  • WisdomSource Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association

Previous experience

  • Ten Square, Product Marketing Manager, 2000-2001
  • Empire Broadcasting, Sales Manager, 1995-2000
  • San Jose Mercury News, Marketing Specialist, 1991-1995
  • Schlumberger, Human Resource Administrator, 1989-1991

Community participation

  • Mission Valley Chorus, Chorus Member
  • Project Cornerstone, Steering Committee Member
  • Santa Clara Valley Alumnae Club Alpha Gamma Delta
  • Rotary Club of San Jose
  • Rotary Club of San Jose Foundation Board
  • Talent of Leadership Award 2016, Alpha Gamma Delta
  • Arts Council Silicon Valley, 2010 Recognition as an Extraordinary Arts Leader
  • San Jose Silicon Valley Chamber of Commerce, 2009 Alumni Community Leader of the Year


  • Singing barbershop with Mission Valley Chorus
  • Hiking, yoga, and dancing
  • Teaching water aerobics at the YMCA
  • Reading novels - especially mystery novels!
  • Attending plays, ballet performances, and live music of different genres
  • Volunteering in the community in which I live and work
  • Walking my dog, Bella
  • Quality time with my family and friends
  • Traveling

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.