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 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.