201 W 2nd St
Davenport, IA 52801
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It is my pleasure to serve the financial needs of people in the Iowa/Illinois Quad Cities area. I started in the financial industry in 2000 and that same year became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree and a Juris Doctorate degree from Washington and Lee University in Lexington, Virginia.
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 as a member of the Davenport Noon Optimist Club, and I am also a member of the youth development organization First Tee of the Quad Cities. In my free time, I enjoy golfing, traveling and spending time with my family.
Area of focus
Retirement Income Planning
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.