Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Investments
  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Sustainable and Responsible Investing

Qualifications

  • FINRA Series 7, Series 66 & license for Life, Health Insurance

Education

  • MBA, City University, Seattle, WA
  • Master of Education In Secondary School Administration, Edinboro University of Pennsylvania
  • MA in Applied Linguistics, East China University of Science & Technology, Shanghai, China

Interests

Reading, especially Dr. Adam Grant, Dr. Stephen R. Covey, Dr. Daniel Kahneman, Dr. Nassim Taleb and Ray Dalio. NBA, Lakers, Exercising, Travelling, Holistic Wellness lifestyle and Community Activities

Community participation

Volunteer on a regular basis to help neighbors in our community for security issues and services.

Professional associations

  • Century City Chamber of Commerce