425 Cedar St
Waterloo, IA 50701
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It is my pleasure to serve the financial needs of people in the greater Waterloo area. I started in the financial industry in 1979 and became a Wealth Management Trust Advisor in 1989. I hold a Bachelor of Arts degree in accounting and a CPA certificate from the University of Northern Iowa in Cedar Falls, 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 UNI Planned Giving Council, I am also a member of the non-profit youth organization Junior Achievement of Eastern Iowa. In my free time, I enjoy motorcycling across the United States, hiking and hanging out with my friends.
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.