13949 S Virginia St
Reno, NV 89511
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It is my pleasure to serve the financial needs of people in the Reno, Sparks, Truckee and Lake Tahoe areas. I started in the financial services industry in 2010 as a Wealth Management Advisor. I hold a Bachelor of Science degree in economics from the University of Nevada, Reno. California Insurance License #0I51773.
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 spend my time as a Crossfit Kids Coach, and in my extra free time, I enjoy CrossFit, golfing and camping.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office13949 S Virginia St
Reno, NV 89511
Secondary Office142 Los Altos Pkwy
Sparks, NV 89436
Secondary Office705 North Lake Boulevard
Tahoe City, CA 96145
Secondary Office301 Vassar St
Reno, NV 89502
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.