801 N Clark St
Chicago, IL 60610
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It is my pleasure to serve the financial needs of people in the Chicago area. My experience in the financial industry started in 2010 and I became a Wealth Management Advisor in 2011. I hold a Bachelor of Arts degree from the University of Wisconsin-Madison, additionally, I hold a Master of Business Administration degree from Kellstadt School of Business at DePaul University. I am fluent in Spanish. California Insurance License #0K11792.
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.
Outside of work, I'm a board member of The Posse Foundation and a supporting member of The Standard Club.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office801 N Clark St
Chicago, IL 60610
Secondary office225 N. Michigan Avenue
Chicago, IL 60601
Secondary office2263 S Wentworth Ave
Chicago, IL 60616
Secondary office600 W 37th St
Chicago, IL 60609
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.