808 W State St
Geneva, IL 60134
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It is my pleasure to serve the financial needs of people in the Geneva, St. Charles, West Chicago, Downers Grove, and Glen Ellyn areas. I have worked in the financial services industry since 1987.
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 as a member of St. Peter Church, and in my extra free time, I enjoy golf, working out and reading.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office808 W State St
Geneva, IL 60134
Secondary Office736 Roosevelt Road
Glen Ellyn, IL 60137
Secondary Office115 High St
West Chicago, IL 60185
Secondary Office45 W Roosevelt Rd
Lombard, IL 60148
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.