425 Cedar St
Waterloo, IA 50701
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It is my pleasure to serve the financial needs of people in the Waterloo and Cedar Falls area. I started in the financial industry in 1994. I hold a Bachelor of Arts degree in accounting and a Certified Public Accounting (CPA) certificate from Wartburg College in Waverly, 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 spend my time serving on the board of the Waterloo Community Foundation and also on the national advisory board of the Wartburg College Business Department. In my free time, I enjoy golfing and motorcycling.
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.