13070 Yale Ave
Irvine, CA 92620
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It is my pleasure to serve the financial needs of people in the Irvine and Tustin areas. My experience in the financial industry started in 1990 and I became a Wealth Management Advisor in 2017. I hold a Bachelor of Arts degree in finance from California State University in San Bernardino, California. California Insurance License #0B04364.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy staying up to date in hockey and soccer and spending time with my family.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office13070 Yale Ave
Irvine, CA 92620
Secondary Office3121 Michelson Dr
Irvine, CA 92612
Secondary Office4180 Barranca Parkway
Irvine, CA 92604
Secondary Office17851 17th St
Tustin, CA 92780
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.