101 S Capitol Blvd
Boise, ID 83702
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It is my pleasure to serve the financial needs of people in the Boise and Treasure Valley Idaho area. My experience in the financial services industry began in 1980 and that same year I became a Wealth Management Trust Advisor. I hold a Bachelor of Science degree and a Juris Doctorate degree from the University of Nebraska - Lincoln.
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.
I am a member and previous past president of the Boise and Southwest Idaho Estate Planning Councils and a member of the national Financial Planning Association. In my free time, I enjoy doing volunteer projects through the Bank, walking my dogs, yard work, reading and movies.
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.