Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Christian Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Business Retirement Plans
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CKA® Certified Kingdom Advisor®
  • CLTC® Certified Long Term Care®


  • Doctorate in Education, UC Santa Barbara 2008
  • M.S. Business Administration, Boston University 1993


I enjoy motorcycling, traveling to new places, and reading historical financial tomes! I have a passion for learning and improving the educational opportunities of others; my work in the community reflects that interest.

Community participation

I am passionate about improving opportunities for kids and my work through Rotary International (Santa Maria Breakfast Rotary), the Allan Hancock Foundation (past board president), Revival Tabernacle (trustee/Assistant Pastor)and Family Partnership Charter School (past board president) drive my community involvement.

Awards & recognition

  • Ameriprise Circle of Success, 2020
  • Ameriprise Circle of Success, 2019
  • Ameriprise Circle of Success, 2018
  • Ameriprise Circle of Success, 2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.