201 Jefferson St
Burlington, IA 52601
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It is my pleasure to serve the financial needs of people in the Southeast Iowa area. I started in the financial industry in 1983 and became a Wealth Management Trust Advisor in 2004. I hold a Bachelor of Business Administration degree in marketing from the University of Iowa.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I invest my time as a volunteer for the global organization Kiwanis, I also serve on the board of the Southeast Iowa Symphony Orchestra. In my free time, I enjoy golf, hunting and fishing.
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.