Advisor profile


My approach

I focus on working with engineers at high-tech firms that have at least $500,000 in investable assets. With our unique WealthFocussm Model, we are able to approach financial planning from a very analytical and process-driven mindset.

22
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CPWA® Certified Private Wealth Advisor®
  • MMI/Morningstar Sustainable Investing Certification

Education

  • Master of Engineering - Electrical Engineering, Cornell University, Ithaca, NY
  • Bachelor of Science - Electrical Engineering, Cornell University, Ithaca, NY

Awards & recognition

  • Five Star Wealth Manager, 2012-2024
  • Ameriprise Circle of Success, 2012, 2014, 2017, 2022, 2023
  • Wisdom Pointe Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

  • Judge and guest speaker for InvestWrite (SIFMA Foundation for Investor Education), 2010-2023
  • Volunteer for Placer Food Bank, 2014-2023

Interests

  • Married, with two daughters, two dogs, one cat
  • Brazilian Jiu-jitsu (purple belt)
  • 2014 USTA National Tennis Championships Finalist (Mens 2.5)
  • Former BCA Recognized Pool Instructor
  • Taekwondo (2nd degree black belt)
  • Also enjoys chess, volleyball, piano, guitar, speedcubing.

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.