201 E Yorba Linda Blvd
Placentia, CA 92870
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It is my pleasure to serve the financial needs of people in the North Orange County area. I started in the financial industry in 1987 and became a Wealth Management Advisor in 1994. I hold a Bachelor of Science degree in business, marketing and finance from California State University-Long Beach. California Insurance License #0B45216.
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 spending time with my family, baseball and auto racing.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office201 E Yorba Linda Blvd
Placentia, CA 92870
Secondary Office201 W. Bastanchury Road
Fullerton, CA 92835
Secondary Office3800 East La Palma Avenue
Anaheim, CA 92807
Secondary Office2545 E Imperial Hwy, Ste B
Brea, CA 92821
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.