My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
  • Saving for Education

Education

  • Bachelor of Science in Finance, Bentley University, Waltham, MA

Awards & recognition

  • North Island Credit Union Wealth Management, Ameriprise Client Experience Award, 2023, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2024

Previous experience

  • Financial Advisor, Goodsell & Company Financial Services, San Diego, CA, 2012 - 2021
  • Owner, Counterpoint Financial Services, LLC, San Diego, CA, 2009 - 2012
  • Mutual Fund Wholesaler, Dunham and Associates, San Diego, CA, 2005 - 2009
  • Insurance Wholesaler, Bisys Insurance Services, Boston, MA, 2004 - 2005
  • Financial Advisor, Citizens Investment Services Corporation, Nashua, NH, 2002 - 2003

Community participation

Serving the less fortunate and needy on a Saturday morning in Ocean Beach with Newbreak Church
Serving the less fortunate and needy on a Saturday morning in Ocean Beach with Newbreak Church

Service to others is central to my life. I give back wherever and whenever I can. Causes that are nearest to my heart include homelessness, young entrepreneurs, and personal finance. I currently volunteer to feed the homeless in Ocean Beach on Saturdays alongside members of my church. I mentor young adults on financial education programs through Junior Achievement and the California Council on Economic Education; I have participated in the JA Stock Market Challenge and the CCEE Financial Adviser's Contest. I also volunteer my time as a coordinator for Financial Peace University; teaching others how to budget, save and get out of debt.

Interests

My greatest passions in life typically surround health and wellness. I stay fit by working out at the gym, hiking, mountain biking, running, rock climbing and practicing yoga. I enjoy the ocean and spend weekends in the summer interacting with the local marine life while snorkeling in the caves at La Jolla Cove. I recently began surfing too and am always on the search for the best breaks. I play guitar and I like to cook. Other passions include playing chess, reading and practicing meditation. I am very active in my church and participate in life groups and enjoy game nights with other members of my church. I love my family most.

My photos

3 albums
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