With over a decade of experience in wealth management, I specialize in creating personalized financial strategies for high-net-worth individuals and their families. I am committed to building long-term relationships and understanding each client’s unique goals, ensuring personalized financial solutions every step of the way.

Union Bank was acquired by U.S. Bank December 1, 2022. Our merger will finalize Memorial weekend.

VP Branch Manager. Investment management services offered by MUFG Union Bank, N.A., in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, a registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License #0817733. NOTE: if you are licensed in OR or WA, replace California State Insurance License #0817733 with Oregon State Insurance License #0100154980 OR Washington Insurance License #105126.Non-deposit investment products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.NMLS #765307Equal Housing Lender

AVP Branch Manager

Officer Senior Relationship Banker