422 White Ave
Grand Junction, CO 81501
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It is my pleasure to serve the financial needs of people in the Western Colorado and Utah area. I started in the financial industry in 1990 and became a Wealth Management Trust Advisor in 1995. I hold a Bachelor of Science degree in accounting and a Bachelor of Science degree in finance from Arizona State University in Tempe, Arizona.
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 as a member of the Colorado West Estate Planning Council, and a member of the National Planned Giving Design Center. In my free time, I enjoy scuba diving, skiing and traveling.
Area of focus
Retirement Income Planning
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.