Advisor profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
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32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Education

  • Bachelor of Arts, Entertainment Mgmt, University of the Pacific. Stockton, CA (1988)

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc. Stockton, CA, 1992 - present

Community participation

  • Active volunteer at Primary Years Academy, SUSD's IB candidate school for grades K- 5.
  • Board member of Primary Years Academy PTA.

Interests

  • Volunteering at my daughter's school
  • Wakeboarding on the Delta
  • Gardening
  • Hockey
  • Movies
  • Music
  • Arts
  • Spending time with family and friends