222 2nd Avenue S.E.
Cedar Rapids, IA 52401
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It is my pleasure to serve the financial needs of people in the Cedar Rapids area. I started in the financial services industry in 1990 and became a Wealth Management Advisor in 1993. I hold a Bachelor of Arts degree from Wartburg College in Waverly, Iowa.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 Theatre Cedar Rapids Board of Directors, and I also serve on the board of the Theatre Cedar Rapids Board of Trustees. In my free time, I enjoy spending time with my family, biking and reading.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.