4195 Genesee Ave
San Diego, CA 92111
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It is my pleasure to serve the financial needs of people in the San Diego County area. I started in the financial industry in 2000. I hold a Bachelor of Science degree in psychology from San Diego State University in San Diego, California and a Master of Science degree in international business from St. George's University in Grenada. California Insurance License #0D03198.
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.
My time outside of work is spent serving on the board The Children's Initiative, which is a non-profit organization dedicated to improving the lives of children in the San Diego County, and I also serve on the board of the Boys and Girls Club of San Diego. I take pride in the relationships that I have built with both organizations. In my free time, I am a room mom for my son's second-grade class, I love to run long distances and have completed several marathons, I also enjoy traveling, learning about new places and meeting new people.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office4195 Genesee Ave
San Diego, CA 92111
Secondary Office42140 Big Bear Blvd
Big Bear Lake, CA 92315
Secondary Office7730 El Camino Real
Carlsbad, CA 92009
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.