Private Wealth Consultant - U.S. Bank
Clients I specialize in: Attorneys and accountants, Business owners, Doctors
As a Private Wealth Consultant, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1986. I help clients succeed by understanding their immediate financial needs, their future goals and ultimately their personal dreams.
I live in Aliso Viejo, and serve clients in Newport Beach, Irvine and Yorba Linda. I enjoy spending time with my family. I've been married for more than 34 years and have two grown daughters who have graduated from college. I enjoy working with the Orange County Goodwill Industries, Working Wardrobes and Vet Net. In my spare time, I enjoy traveling with my family, playing golf, attending sporting events and going to the beach.Request a call
Services I specialize in
When you give, you want to ensure your efforts are meaningful. A charitable gifting strategy can help maximize your impact on the people and causes you care about, and address potential tax implications.
We help with a wide range of tasks involved in the oversite and management of our clients’ portfolios.
Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.
Just 1% of funds make it through our rigorous review process, helping ensure that in a crowded investment marketplace, only what we believe are the best options get considered for your portfolio.
About Private Wealth Management
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.
Insights from our experts
Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.
Trust and estate planning
Setting up a trust or beginning estate planning can be an emotional, confusing process. You are not alone. Let the knowledgeable administrators at U.S. Bank help you each step of the way.
Cash management and investing strategies when interest rates are up
A fresh look at managing cash and investments in today’s higher interest rate environment.
The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:
- Getting married or divorced
- Having a child
- Starting a new career
- Receiving an inheritance
- Buying a house
- Nearing retirement
An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.
Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.
No, your initial consultation is free.
We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:
- What are your most important financial goals?
- What concerns you about your finances?
- Did you recently experience a major life event?
We’re happy to meet with you virtually or in person. It’s up to you.
Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.
U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.