701 Public Square
Benton, IL 62812
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It is my pleasure to serve the financial needs of people in the Southern Illinois area. I started in the financial services industry in 1994. I hold a Bachelor of Science degree in accounting from Southern Illinois University in Carbondale, Illinois.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 being involved with youth baseball and youth basketball. In my free time, I enjoy golf, the outdoors and spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office701 Public Square
Benton, IL 62812
Secondary Office4100 Broadway Street
Mount Vernon, IL 62864
Secondary Office510 8th Street
Carlyle, IL 62231
Secondary Office201 North Elm Street
Centralia, IL 62801
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.