Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Investments
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • California Insurance License

Education

  • USC Bachelor of Arts, Political Science

Interests

  • USC Football
  • Coaching my daughter's soccer team
  • Surfing
  • Guitar
  • Working out
  • Traveling with family

Community participation

  • Redondo Beach Chamber of Commerce
  • Torrance Chamber of Commerce
  • Coaching AYSO Soccer
  • USC Alumni Association
  • Los Angeles Food Bank

Previous experience

  • Pinnacle Trading, 2010-2014
  • In Clover Marketing, 2000-2010
  • Williams Worldwide Television, 1997-2000