Advisor profile


What you can expect when you work with me

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.

Get started
21
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
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • 2003 B.S. Business Administration, University Of California, Riverside

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Navina Wealth, Ameriprise Client Experience Award, 2021-2022
  • Five Star Wealth Manager, 2021

Community participation

  • Houston Food Bank
  • Foundation for India Studies

Interests

My greatest interest is the pure joy that comes with learning, whatever it may be… in depth. Currently, my passions have been focused on gardening and making some really delicious pizza. I have had the privilege this year of growing San Marzano tomatoes, picking them when they are perfectly ripe (provided the caterpillars don’t get to them first), crushing and placing on top of dough then firing at 1000 degrees in my wood fired clay oven that my wife and I built in our backyard. My next desire is to become fluent in Spanish by 2022.

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.