936 Harlem Ave
Glenview, IL 60025
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It is my pleasure to serve the financial needs of people in the North Shore area of Chicago. I hold a degree in literature and have worked in the financial industry as a Wealth Management Associate since 2015. California Insurance License # 0K67672.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
I am involved with Big Brothers Big Sisters of America, which is a non-profit that provides mentorships to encourage children to reach their full potential. In my free time I enjoy reading and following politics.
Area of Focus
Proactive Client Contact
Wealth Team Support
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.