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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

  • Bachelor of Science, Finance, CSU Sacramento, Sacramento, CA

Previous experience

  • Client Service Specialist, Ameriprise Financial, Roseville, CA, 2021-2024

Interests

Outside of the office I spend most of my time with my friends, family, and pets. I thoroughly enjoy cooking, playing soccer, enjoying the cooler months all around California, and working on cars. One of my favorite fair-weather weekend activities is taking long drives through the Northern California foothills. When it's hot out, I like to stay inside and watch movies or get a cold drink with friends.