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 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.