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About Me
It is my pleasure to serve the financial needs of people in the Des Moines area. I started in the financial industry in 2001 and became a Portfolio Manager in 2007. I hold a Bachelor of Science degree in finance from Iowa State University in Ames, Iowa and I also hold a Master of Business Administration degree in finance from Drake University in Des Moines, Iowa.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 as an adjunct professor of Finance at Drake University. In my free time, I enjoy spending time with family and coaching youth sports.
Area of Focus
Investment Management
Capital Markets
Asset Allocation
Financial 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.
