405 South 3rd Street
Clinton, IA 52732
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It is my pleasure to serve the financial needs of people in the Clinton, DeWitt and Maquoketa areas. My experience in the financial industry started in 1985 and I became a Wealth Management Advisor in 2016. 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 am a member of the Clinton Rotary Club, the Clinton YWCA Finance Committee, the Iowa Academy of Trust and Estate Counsel and in addition, I am a board member of the Clinton LumberKings. 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
Primary Office405 South 3rd Street
Clinton, IA 52732
Secondary Office712 11th Street
De Witt, IA 52742
Secondary Office120 South Main Street
Maquoketa, IA 52060
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.