General Info

The advisor listed is an Ameriprise financial advisor in Santa Barbara. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My clients are busy, successful people. I help them maintain their financial focus so they can achieve the financial goals that are most important to them and their families, both now and in the future.Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.