Six S Tejon St
Colorado Springs, CO 80903
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It is my pleasure to serve the financial needs of people in the Southern Colorado area. I started in the financial industry in 1992 and became a Wealth Management Trust Advisor in 2011. I hold a Bachelor of Science degree in business administration from the University of Wisconsin in Platteville, Wisconsin, and a Master of Business Administration degree from the University of Wisconsin in Madison, Wisconsin.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am available by phone when it's convenient for you.
Outside of work I spend my time serving on the board for the YMCA of the Pikes Peak region and on the board of the Fire Foundation. I also volunteer with the Girl Scouts of Colorado youth organization and am a member of the Academy for Advanced and Creative Learning. In my free time, I enjoy skiing, volleyball and traveling.
Area of Focus
Retirement Income Planning
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.