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 and La Verne areas. I have worked in the financial industry since 2004. California Insurance License #0H72083.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work I invest my time being involved in and volunteering for youth soccer and participating as an active member of my church. In my free time, I enjoy going to comedy clubs, vacationing in new spots and watching good movies.
Area of Focus
Proactive Client Contact
Wealth Team Support
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.