Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor SM


  • St. Mary's College of California

Awards & recognition

  • Pollak & Pollak Wealth Management, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2007-2022

Professional associations

  • De La Salle High School Alumni, Concord, CA
  • Saint Mary's Alumni Association, Moraga, CA

Community participation

Supporting the ACCFB at our Day of Service in June 2022!
Supporting the ACCFB at our Day of Service in June 2022!

We're donating to various local food banks to help relieve pressure on higher demand for food in our communities.

  • Friends of Ruwenzori Foundation
  • Alameda County Community Food Bank
  • Ocean Conservancy
  • Casa Hogar
  • San Francisco Marin Food Bank
  • Food Bank of Contra Costa & Solano
  • Cancer in the Family Relief Fund


  • Travel
  • Snow Skiing
  • Stand Up Paddle
  • Hiking
  • Reading
  • Competitive Sports
  • Volunteering
  • Keeping up with my two sons: Nico and Jackson

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.