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 Office20 E Foothill Blvd
Upland, CA 91786
Secondary Office1669 N Mountain Ave
Upland, CA 91784
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.