701 Saint Joseph Street
Rapid City, SD 57701
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It is my pleasure to serve the financial needs of people in the Black Hills area. I started in the financial industry in 1999. I hold a Bachelor of Science degree in business management from the University of Phoenix in Phoenix, Arizona. I am fluent in Spanish. California Insurance License # 0K68276.
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.
I support the Boy Scouts of America and am also an active member of my church. Outside of work, I enjoy hunting, fishing and other outdoor activities.
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.