16083 San Dieguito Rd Ste F1
Rancho Santa Fe, CA 92067
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It is my pleasure to serve the financial needs of people in the Rancho Santa Fe, Del Mar and La Costa area. I started in the financial industry in 1979. NMLS #913959.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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 invest my time being an active participant in many local community activities. In my free time, I enjoy traveling.
Area of focus
Premium Banking Services
Home Equity Line of Credit
Secured and Unsecured Lines of Credit and Loans
Savings and Cash Management
Commercial Real Estate Loans
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.