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 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.