475 El Camino Real
Millbrae, CA 94030
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Meet my team
It is my pleasure to serve the financial needs of people in the San Francisco Bay area. I started in the financial industry in 2002 and became a Wealth Management Advisor in 2012. I hold a Bachelor of Science degree in business management from San Jose State University in San Jose, California. California Insurance License #0H76331.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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 fitness, mountain biking and traveling.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office475 El Camino Real
Millbrae, CA 94030
Secondary Office1435 Stockton Street
San Francisco, CA 94133
Secondary Office1300 El Camino Real
San Bruno, CA 94066
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.