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
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Investments
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Bachelor of Science in Economics and Business Admin. Saint Mary's College
  • Economics Minor. Saint Mary's College


  • Spending time with my wife and family
  • Golf-continued work in progress
  • Snow Skiing
  • Scuba diving-Advanced Deep water
  • Biking
  • Cooking
  • Motorcycle riding
  • Personal growth and helping others

Professional associations

  • Estate Planning Council of Diablo Valley, Lafayette, CA