521 E. Bidwell Street
Folsom, CA 95630
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It is my pleasure to serve the financial needs of people in the Folsom, El Dorado Hills, Citrus Heights & Placerville areas. I started in the financial industry in 1993 and became a Wealth Management Advisor in 1998. I hold a Bachelor of Arts degree in English literature from the University of the Pacific in Stockton, California. California Insurance License #0B97821.
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.
In my free time, I enjoy traveling and fine dining.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office521 E. Bidwell Street
Folsom, CA 95630
Secondary office3075 Sacramento Street
Placerville, CA 95667
Secondary office1020 White Rock Rd
El Dorado Hills, CA 95762
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.