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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, Series 63 Licenses

Education

  • Bachelor of Arts in Political Science, University of California, San Diego.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2023
  • Ameriprise Circle of Success, 2007-2021
  • Ameriprise Diamond Ring , 2018
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association

Community participation

  • 10 years as a Big Brother through the Big Brothers of America program.
  • Board Member with Big Brothers Big Sisters of San Diego.
  • Three years as Fundraising Chair for Encinitas YMCA Adventure Princess program (Tahoe Nation).
  • Former Committee Member for Girls, Inc. San Diego.

Interests

  • My greatest interest is in being dad to my two daughters, Gabriella and Taelyn.
  • Camping and an annual backpacking trip to the Sierras.
  • Playing basketball, but the other guys keep getting younger and faster. Okay, they were always faster.
  • Reading, movies, traveling, good food, and spending time with family and friends.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.