1851 Heritage Ln Ste 250
Sacramento, CA 95815
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It is my pleasure to serve the financial needs of people in the Northern Nevada and Central Valley California area. I started in the financial industry in 1987 and became a Portfolio Manager in 2005. I hold a Bachelor of Arts degree in economics and a Bachelor of Arts degree in art studio from the University of California, Davis in Davis, California.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I serve on the board of the Better Business Bureau. I am also a member of the Sacramento Estate Planning Council. In my free time, I enjoy theater and arts, golf and tennis and spending time with my family.
Area of focus
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.