1331 Rosecrans Street
San Diego, CA 92106
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It is my pleasure to serve the financial needs of people in the San Diego area. I started in the financial industry in 1994. I hold a Bachelor of Business Administration degree in finance from the University of Notre Dame in Indiana. California Insurance License #0B48700.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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.
Outside of work I am a proud supporter of the Steele Canyon Wrestling team. In my free time, I enjoy running, mountain biking and golfing.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.