As a Private Wealth Advisor, 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 1998. I help clients succeed by understanding their complex financial needs and distinctive priorities. I work with my clients' CPAs and attorneys in conjunction with our wealth specialists to design a customized wealth plan based on their goals and aspirations. I am passionate about creating plans that reflect each client.

I live in Long Beach, and serve clients in Palos Verdes, South Bay and Manhattan Beach. I enjoy spending time with my wife, Maria, and two sons, Andrew and Owen. When I am not at the baseball or soccer field, I enjoy golfing.

My areas of focus: Attorneys and accountants, Business owners, Executives


  • California State University, Long Beach: Bachelor of Science, finance


990 W 190th St
Torrance, CA 90502

advisor address map to990 W 190th St


Market news

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.

Read article

Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

Read article

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.

Read article

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.