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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
  • Saving for Education

Education

  • Bachelor of Science in Finance, Bentley University, Waltham, MA

Awards & recognition

  • North Island Credit Union Wealth Management, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Goodsell & Company Financial Services, San Diego, CA, 2012 - 2021
  • Owner, Counterpoint Financial Services, LLC, San Diego, CA, 2009 - 2012
  • Mutual Fund Wholesaler, Dunham and Associates, San Diego, CA, 2005 - 2009
  • Insurance Wholesaler, Bisys Insurance Services, Boston, MA, 2004 - 2005
  • Financial Advisor, Citizens Investment Services Corporation, Nashua, NH, 2002 - 2003

Community participation

Serving the less fortunate and needy on a Saturday morning in Ocean Beach with Newbreak Church
Serving the less fortunate and needy on a Saturday morning in Ocean Beach with Newbreak Church

Service to others is central to my life. I give back wherever and whenever I can. Causes that are nearest to my heart include homelessness, young entrepreneurs, and personal finance. I currently volunteer to feed the homeless in Ocean Beach on Saturdays alongside members of my church. I mentor young adults on financial education programs through Junior Achievement and the California Council on Economic Education; I have participated in the JA Stock Market Challenge and the CCEE Financial Adviser's Contest. I also volunteer my time as a coordinator for Financial Peace University; teaching others how to budget, save and get out of debt.

  • California Council on Economic Education
  • Second Chances - Bread of Life
  • Junior Achievement of San Diego County
  • Financial Peace University

Interests

My greatest passions in life typically surround health and wellness. I stay fit by working out at the gym, hiking, mountain biking, running, rock climbing and practicing yoga. I enjoy the ocean and spend weekends in the summer interacting with the local marine life while snorkeling in the caves at La Jolla Cove. I recently began surfing too and am always on the search for the best breaks. I play guitar and I like to cook. Other passions include playing chess, reading and practicing meditation. I am very active in my church and participate in life groups and enjoy game nights with other members of my church. I love my family most.