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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • Series 7, Series 66
  • Life, Health, & Annuity Insurance

Education

  • BS Business, San Diego State University, 2009

Awards & recognition

  • Ameriprise Circle of Success, 2022

Professional associations

  • Financial Planning Association

Community participation

Past Chair of the Board for the Oceanside Chamber of CommerceCurrent Vice President of the Oceanside Chamber of Commerce

Interests

  • Camping
  • Enjoying time with my two kids and wife
  • Surfing
  • Brewing Beer