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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business

Education

  • University of California, Riverside
  • Bachelors of Science, Business Administration
  • 1988-1990

Community participation

Being a part of a tight knit community like Sonoma County allows for many advantageous resources to help out my community and help improve this beautiful area for us and our future children. Among those I participate the majority center around my two beautiful daughters including St. Francis Dad's Club, PTA and of course making sure my family and I participate in any community events. I am also a part of the Native Sons of the Golden West, preserving this area's history as well as California's and I recently joined the Sonoma Chamber of Commerce to stay informed and up to date.

http://www.lincolnnativesons.org/

http://sonomachamber.org/

Interests

I enjoy the outdoors with my family and friends. On a weekend you can usually find me hiking or biking through the beautiful hills of Sonoma, CA.

My photos

3 albums
close

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.