204 E Washington St, Po Box 1880
Iowa City, IA 52240
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It is my pleasure to serve the financial needs of people in the Iowa City and Southeast Iowa area. I started in the financial industry in 1998 and that same year became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in political science from the University of Iowa and a Juris Doctorate degree from the University of Iowa College of Law in Iowa City, Iowa.
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 invest my time serving on the board of the Community Foundation of Johnson County, I am also a member of the community organization Altrusa Club of Iowa City. In my free time, I enjoy reading, traveling and spending time with my family.
Area of Focus
Retirement Income 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.