Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CA Life, Accident & Health Insurance License
  • Series 66 Securities License
  • Series 7 Securities License

Education

  • College of Financial Planning - Retirement Planning
  • San Diego State University - Bachelor of Arts
  • Hartnell College - Associate of Arts

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Financial Advisor, 2001 to present - Ameriprise Financial Inc.

Community participation

I proudly support the following organizations:

  • Monterey Bay Aquarium
  • Monterey County SPCA
  • CHP 11-99 Foundation

Interests

  • Living a balanced lifestyle.
  • Visiting new places.