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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor's of Science in Finance, Cal State San Marcos, San Marcos CA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Interests

  • Much of my freetime is spent coaching at a local historical fencing club
  • I'm always reading something- usually one non-fiction historical book and one sci-fi/fantasy book at a time
  • I'm always trying to improve my cooking and mixology skills, and love trying new local restaurants
  • I love to travel, and am currently planning a trip to Ireland!