101 S Capitol Blvd
Boise, ID 83702
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It is my pleasure to serve the financial needs of people in the Southern Idaho area. My experience in the financial services industry began in 1984 in public accounting, and later I became a Wealth Management Trust Managing Director. I hold a Bachelor of Science degree in Business with a major in accounting from the University of Idaho in Moscow, Idaho.
I want to make your finances as easy as possible for you. 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 various local boards. In my free time, I enjoy golfing, 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.