Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66

Education

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

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

Community participation

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

Awards & recognition

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

Previous experience

  • Wasserman Capital, 2007-2008