Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Interests

In my spare time, I love to:

-Read

-Play golf

-Wine taste

-Long hikes with my wife

Community participation

RebuildingTogether—volunteer

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