405 South 3rd Street
Clinton, IA 52732
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My experience in the financial services industry began in 2002, and it is my pleasure to serve the financial needs of people in the Clinton, DeWitt and Maquoketa areas. I hold a Bachelor of Arts degree and a Juris Doctorate degree from the University of 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 invest my time as a member of the Clinton Rotary Club, and I also serve on the board of the Clinton LumberKings minor league baseball team. In my free time, I enjoy golf, baseball and traveling.
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.