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
8
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
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Volunteering: Alameda County Community Food Bank

Interests

I love being outdoors and around water. This can be relaxing at the beach or waterskiing in a lake. I thoroughly enjoy sports of all sorts both as a spectator and as a hobby. Outside of my hobbies, I love spending time with my family. My nieces and nephews are rockstars within my world and I love to see their growth over the years.