How we work

Our Approach

We provide customized and knowledgeable advice through a comprehensive financial planning approach for all stages of life. We focus on outstanding service and long-term relationships with our clients and their families.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Small Business
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Investments
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education

Community participation

  • Financial Planning Association of San Diego
  • Rancho Santa Fe Rotary Club
  • Del Mar Solana Beach Rotary Club
  • The Junior League of San Diego
  • SDSU Aztec Club
  • Community Resource Center

Our videos

8 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals