1161 Steamboat Pkwy
Reno, NV 89521
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It is my pleasure to serve the financial needs of people in the Minden, Carson City, Reno, Fallon, Winnemucca, and Elko areas. My experience in the financial services industry started in 2008 and I became a Wealth Management Advisor in 2009. I hold a Master of Business Administration degree in business with a finance certificate from Colorado State University, and a Bachelor of Science degree in health science from the University of Nevada-Reno. California Insurance License #0H05654.
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.
In my free time, I enjoy camping, cycling and golf.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office1161 Steamboat Pkwy
Reno, NV 89521
Secondary office2197 Casey Rd
Fallon, NV 89406
Secondary office180 S Bridge St
Winnemucca, NV 89445
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.