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
33
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