15900 S.W. 116th Avenue
Tigard, OR 97224
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It is my pleasure to serve the financial needs of people in the Sherwood, Tualatin, King City, Tigard and Wilsonville areas. I started in the financial industry in 1999. I hold a Bachelor of Arts degree from the University of Oregon in Eugene, Oregon. I am fluent in Spanish. California Insurance License # 0L01818.
I want to make managing your finances as easy as possible for you. As your Investment Relationship Manager, 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.
I am a member of Hillsboro School District. Outside of work, I enjoy running, gardening and spending time with my family.
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.