5340 North Clark Street
Chicago, IL 60640
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Meet My Team
It is my pleasure to serve the financial needs of people in the Edgewater area. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Arts degree in communications from the University Of Illinois in Urbana-Champaign, Illinois. I am also fluent in Spanish.
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.
In my free time, I enjoy spending time with my family 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
Primary Office5340 North Clark Street
Chicago, IL 60640
Secondary Office99 Indianwood Boulevard
Park Forest, IL 60466
Secondary Office101 Dixie Hwy
Chicago Heights, IL 60411
Secondary Office22222 Governors Hwy
Richton Park, IL 60471
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.