Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Series 63 Life, Accident and Health

Education

  • MS, Quantitative Economics, California Lutheran University
  • BS, International Business, Pepperdine University

Interests

  • Family activities
  • Cooking and wine/beer
  • Dogs
  • Outdoors
  • Triathlons and open water swimming
  • Water polo

Community participation

International Rescue Committee Donor

CASA of Los Angeles Donor

Awards & recognition

  • Ameriprise Client Experience Award, 2020