About Me

For more than 35 years, I have dedicated myself as a financial advisor in developing long-term mutually beneficial relationships with my clients built on trust, hard work, and fun. I believe in helping others assess and pursue their financial goals while enabling them to participate in the management of their personal finances. My mission is not only to serve my client’s wealth management needs but also make the investment/planning process most pleasant and educational so that clients are informed and comfortable with what has been implemented.

On a personal level, I strive to keep my education at the forefront so that I can deliver the most current and accurate guidance to my clients. My background includes earning a Bachelor of Arts Degree in Economics and Accounting at Claremont McKenna College in Claremont, California. Throughout my years in the financial services industry, I have studied and obtained several accreditations, including the AIF®, CLU®, ChFC®, CMFC™, and LUTCF® designations. In addition, I have acquired Series 7, 63, and 65 securities licenses and the California State insurance licenses (CA #0760528). Continuing education provides me with the knowledge and confidence to seek to improve my clients’ portfolios and investments. It gives me the skills of a well-practiced coach. I can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, issues surrounding estate planning, and wealth preservation. My goal is to teach investors to clearly understand the opportunities and potential rewards that are available when a proactive approach to personal finances is taken.

On a professional level, I take pride in my ability to listen to my clients’ wants and needs, explain complex ideas in a clear manner, and maintain a deep understanding of your goals and priorities. Once goals are established, I customize and build an effective roadmap to align clients with their vision of the future. I invest the time to research appropriate ways to structure and help manage each individual’s investments, assist in the development of appropriate financial strategies for the current market, and help with an individual’s wealth through proper risk management strategies.

I enjoy being a resource for my clients and using my wealth management and retirement planning background to coach them toward pursuing their financial goals.

Stifel and its associates do not provide legal advice. You should consult with your legal advisor regarding your particular situation.

About Me

I began my financial services career in 2022 and joined Stifel later that same year. Prior to joining Stifel, I worked at Merrill Lynch as a Wealth Management Senior Operations Representative for nearly a year. My responsibilities included analyses, report generating, trade processing, and payment processing.

As a first-generation college student, I earned a Bachelor of Arts in Economics with a concentration in Business Economics from the University of Northern Colorado.

I was raised and still reside in San Rafael, California, and I enjoy watching sports, especially the Golden State Warriors, San Francisco 49ers, and the Denver Nuggets. I also enjoy playing basketball and spending time with family.