880 Jefferson Street
Napa, CA 94559
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It is my pleasure to serve the financial needs of people in the Napa, Vallejo, Fairfield, Benicia, Suisun City, American Canyon and Vacaville areas. I started in the financial industry in 1997. I hold a Bachelor of Science degree in business administration from Ohio State University in Columbus, Ohio. I am also fluent in Korean. California Insurance License #0D81288.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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.
Outside of work, I invest my time serving on the board of the St. Apollinaris School Finance Committee, and I am also involved with volunteering for the Napa Little League. In my free time, I enjoy playing golf and tennis.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office880 Jefferson Street
Napa, CA 94559
Secondary office1200 Tennessee Street
Vallejo, CA 94590
Secondary office848 Southampton Road
Benicia, CA 94510
Secondary office1307 Travis Boulevard
Fairfield, CA 94533
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.