4136 Oceanside Blvd
Oceanside, CA 92056
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It is my pleasure to serve the financial needs of people in the Carlsbad, Oceanside and Vista areas. My experience in the financial industry started in 2013 and I became a Wealth Management Advisor in 2017. I hold a Bachelor of Arts degree in economics from California State University-San Marcos. California Insurance License #0J08147.
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.
In my free time, I enjoy auto racing, sports and spending time with my family.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office4136 Oceanside Blvd
Oceanside, CA 92056
Secondary Office770 Carlsbad Village Drive
Carlsbad, CA 92008
Secondary Office1301 E. Vista Way
Vista, CA 92084
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.