6940 Villagreen Vw
Rockford, IL 61107
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It is my pleasure to serve the financial needs of people in the Rockford area. I started in the financial services industry in 2005 and became a Wealth Management Trust Advisor in 2012. I hold a Bachelor of Science degree in business administration and economics from Coe College in Cedar Rapids, Iowa, and a Master of Business Administration degree from the University of Phoenix in Las Vegas, Nevada.
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 spend my time serving on the board of the Children's Home + Aid organization and on the board for the First Tee of Greater Rockford, a youth development organization. In my free time, I enjoy golfing, traveling and scuba diving.
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.