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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 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.
