Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

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

Awards & recognition

  • Pacific Coast Private Wealth, Ameriprise Client Experience Award, 2023
  • Richard Fogg, Ameriprise Circle of Success, 2021-2022
  • Richard Fogg, Ameriprise Circle of Success Diamond Ring, 2020

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