222 Second Ave Se
Cedar Rapids, IA 52401
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It is my pleasure to serve the financial needs of people in the Eastern Iowa area. I started in the financial industry in 1990 and later became a Portfolio Manager. I hold a Bachelor of Arts degree in finance from the University of Northern Iowa in Cedar Falls, Iowa and a Master of Business Administration degree in management and marketing from Iowa State University in Ames, Iowa.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 spend my time serving on the board of the non-profit agency Arc of East Central Iowa, and I am also a volunteer for the youth development organization Junior Achievement. In my free time, I enjoy traveling, biking and running.
Area of focus
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.