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, Iowa regions. 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 from the University of Iowa, and a Juris Doctorate degree from the University of Iowa College of Law.
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 board member of the Clinton Rotary Club and the Clinton LumberKings Minor League Baseball Team, additionally, I am an active member of the Iowa Academy of Trust and Estate Counsel. In my free time, I enjoy baseball, golf 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 Office120 South Main Street
Maquoketa, IA 52060
Secondary Office712 11th Street
De Witt, IA 52742
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.