11111 N Port Washington Rd
Mequon, WI 53092
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It is my pleasure to serve the financial needs of people in the Milwaukee's North Shore and Ozaukee County areas. My experience in the financial industry started in 1991. I hold a Bachelor of Business Administration degree from the University of Wisconsin-Madison. I am fluent in Spanish. NMLS #622589.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.
Outside of work, I serve on the board of the Milwaukee Economic Development Corporation, and in addition, I serve on the board of the United Community Center. In my free time, I enjoy traveling and spending time with my family.
Area of Focus
Premium Banking Services
Home Equity Line of Credit
Secured and Unsecured Lines of Credit and Loans
Savings and Cash Management
Commercial Real Estate Loans
Primary Office11111 N Port Washington Rd
Mequon, WI 53092
Secondary Office5888 N Port Washington Rd
Glendale, WI 53217
Secondary Office7500 W Good Hope Rd
Milwaukee, WI 53223
Secondary Office400 W Brown Deer Rd
Bayside, WI 53217
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.