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It is my pleasure to serve the financial needs of people in Marin County and the Napa Valley area. My experience in the financial industry started in 2005. I hold a Bachelor of Science in accounting, economics and psychology from University of California, Los Angeles and a Bachelor of Business Administration in strategic global management from Babson College, Boston. California Insurance License OH14742.
I want to make managing your finances as easy as possible for you. As your financial 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 global travel, playing tennis, golf, snow skiing, scuba diving, and spending time with my wife and our two dogs on our ranch in Napa.
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.