Advisor profile


What you can expect when you work with me

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.

Get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • · FINRA Series 7 - General Securities Representative
  • . Series 63 - Uniform Securities Agent State Law Exam

Education

  • B.S in Business Marketing, minor in Speech, CAL STATE, CHICO

Professional associations

  • San Mateo Elks Lodge

Previous experience

  • Ameriprise Financial Service, Inc., Since 5/8/2009
  • Morgan Stanley & Co. Incorporated, 04/2007 - 05/2009
  • Morgan Stanley DW Inc., 08/1984 - 04/2007

Community participation

RebuildingTogether—volunteer

Interests

In my spare time, I love to:

-Read

-Play golf

-Wine taste

-Long hikes with my wife