1200 Tennessee Street
Vallejo, CA 94590
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It is my pleasure to serve the financial needs of people in the Napa, Vallejo, Fairfield, Benicia, Suisun City, American Canyon and Vacaville areas. I started in the financial industry in 1997. I hold a Bachelor of Science degree in business administration from Ohio State University in Columbus, Ohio. I am also fluent in Korean. California Insurance License #0D81288.
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 invest my time serving on the board of the St. Apollinaris School Finance Committee, and I am also involved with volunteering for the Napa Little League. In my free time, I enjoy playing golf and tennis.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office1200 Tennessee Street
Vallejo, CA 94590
Secondary Office880 Jefferson St
Napa, CA 94559
Secondary Office848 Southampton Rd
Benicia, CA 94510
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.