270 W 7th St
Dubuque, IA 52001
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It is my pleasure to serve the financial needs of people in the Dubuque and Tri-State area. I started in the financial industry in 1996 and became a Portfolio Manager in 2012. I hold a Bachelor of Business Administration degree in finance and economics from the University of Mississippi in Oxford, Mississippi.
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 on the board of the Boy Scouts Northeast Iowa Council, and in my other free time, I enjoy mountain biking and skiing.
Area of focus
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.