4100 Newport Place
Newport Beach, CA 92660
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It is my pleasure to serve the financial needs of people in the Orange County area. I started in the financial industry in 2000 as a Wealth Management Advisor. I hold a Bachelor of Science degree in finance and management from Pepperdine in Malibu, California.
California Insurance License #0D68730.
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.
I am involved in coaching and supporting the youth program at my church. I also support the John Randolph Haynes Foundation, which is a private foundation that funds scholarly work in public policy and social sciences. In my free time, I enjoy sports, weight lifting, and collecting sports memorabilia. I also enjoy traveling, spending time with my family, and wine.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.