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 Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances

Education

  • B.A., Economics, University of California, San Diego

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

City Presbyterian Church, Long Beach -  Homeless Outreach Team Leader

Long Beach Rescue Mission - New Life Program Mentor Volunteer

Habitat for Humanity

Interests

I enjoy spending time with my wife Kelly, our daughter Natalie, our son Henry and rescue puppy, Dixon.

I am an avid snowboarder. I love spending time at different locales. Some of my favorite places I have enjoyed snowboarding at include Mammoth Mountain (CA), The Canyons (UT), Breckenridge (CO), and Banff-Lake Louise (Alberta, Canada).

I love watching football and baseball and also enjoy gardening, reading, surfing, traveling, playing basketball and guitar.

My photos

5 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.