5340 North Clark Street
Chicago, IL 60640
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It is my pleasure to serve the financial needs of people in the Edgewater area. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Arts degree in communications from the University Of Illinois in Urbana-Champaign, Illinois. I am also fluent in Spanish.
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 spending time with my family and golfing.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office5340 North Clark Street
Chicago, IL 60640
Secondary office2958 N Milwaukee Ave
Chicago, IL 60618
Secondary office1953 North Clybourn
Chicago, IL 60614
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.