4100 Newport Place
Newport Beach, CA 92660
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It is my pleasure to serve the financial needs of people in the Central Orange County area. I started in the financial services industry in 1991 and became a Wealth Management Associate in 2016.
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 am involved with National Alliance on Mental Illness (NAMI)―a non-profit organization dedicated to improving the lives of individuals affected by mental illness. In my free time, I enjoy hiking and power walks, going to the gym as well as watching movies with my kids.
Area of focus
Proactive Client Contact
Wealth Team Support
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.