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 Cedar Rapids-Marion area. I started in the financial services industry in 1989 and became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in psychology and a Juris Doctorate degree in law from the University of Iowa in Iowa City, 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 spend my time serving on the boards of the Five Seasons Senior Housing program, the Marion Iowa Local Option Sales Tax Oversight Committee as well as the Playtime Poppy Children's Theatre. In my free time, I enjoy the theater and spending time with family.
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.