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
17
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
  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • Series 7
  • Series 66

Education

  • Davidson College, BA, Economics
  • Loyola Marymount University, MA, Education

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • On Wall Street Top 100 Branch Managers, 2017

Previous experience

  • Wasserman Capital, 2007-2008

Community participation

  • Executive Board of the Malibu Emerging Professionals
  • Board Member, EIMAGO(Subsidary of the Union Rescue Mission of Los Angeles)

Interests

  • I am an active member of the Malibu Community
  • I believe in helping my clients grow their businesses through Centers of Influence
  • I am an avid sports fan and golfer