1933 Foothill Blvd
La Verne, CA 91750
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It is my pleasure to serve the financial needs of people in the Claremont, La Verne, Chino Hills, Chino and Montclair areas. I started in the financial industry in 1977 and became a Wealth Management Advisor in 1999. I hold a Bachelor of Science degree in business administration. California Insurance License #0D21091.
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 golf, camping 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 Office1933 Foothill Blvd
La Verne, CA 91750
Secondary Office4061 Grand Ave
Chino, CA 91710
Secondary Office9090 Central Ave
Montclair, CA 91763
Secondary Office393 W. Foothill Blvd
Claremont, CA 91711
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.