801 Broadway Street
Pella, IA 50219
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My experience in the financial services industry began in 2005, and it is my pleasure to serve the financial needs of people in the Pella, Chariton, Mount Ayr and New Sharon areas. I hold a Bachelor of Arts degree in business management from Central College in Pella, Iowa. Arkansas Insurance Producer License Number 8213243.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 Pella Dollars for Scholars and am also an active member of the Faith Church. In my free time, I enjoy being with family, radio controlled aircraft and woodworking.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office801 Broadway Street
Pella, IA 50219
Secondary Office917 Braden Avenue
Chariton, IA 50049
Secondary Office101 South Fillmore Street
Mount Ayr, IA 50854
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.