749 Main Street
Pleasanton, CA 94566
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It is my pleasure to serve the financial needs of people in the Pleasanton area. I started in the financial industry in 1997. I hold an M.B.A. in marketing from Golden Gate University in San Francisco, and a Bachelor of Science degree in nursing from the University of Pennsylvania in Philadephia. California Insurance License #0B78799.
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 sing with the Distaff Singers and volunteer with the Oakland Museum. In my free time, I enjoy the theater, going to sporting events, and traveling.
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.