1603 N Fourth St
Coeur D'Alene, ID 83814
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It is my pleasure to serve the financial needs of people in the Coeur d'Alene, North Idaho and the Palouse areas. I started in the financial industry in 1980 and later became a Wealth Management Trust Advisor. I hold a Master of Business Administration degree in finance and management and a Bachelor of Arts degree in management from the University of Montana in Missoula, Montana.
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’ve been the past President of the Coeur d’Alene Sunrise Rotary Club, and also served on its board for a number of years. I also volunteered for house building with Habitat for Humanity of North Idaho. In my extra free time, I enjoy reading, antiques, classic cars, and family history.
Area of focus
Retirement Income Planning
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.