720 E. Colorado Boulevard
Pasadena, CA 91101
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My experience in the financial services industry began in 2007, and it is my pleasure to serve the financial needs of people in the Pasadena, South Pasadena, and La Crescenta areas. I hold a Bachelor of Arts degree in sports medicine and a Master of Business Administration degree in finance from Pepperdine University. California Insurance License #0G56222.
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 traveling and reading.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office720 E. Colorado Boulevard
Pasadena, CA 91101
Secondary Office1153 Fair Oaks Ave
South Pasadena, CA 91030
Secondary Office2649 Foothill Blvd
La Crescenta, CA 91214
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.