239 Walnut Street
Lawrenceburg, IN 47025
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It is my pleasure to serve the financial needs of people in the Lawrenceburg, Dillsboro, Aurora, Greendale and Connersville areas of Indiana. I started in the financial services industry in 2000 and became a Wealth Management Advisor in 2010.
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 serving on the board of the Lawrenceburg Lions Club, and I am also a member of the Lawrenceburg Downtown Partnership and of the Dearborn County Chamber of Commerce. In my free time, I enjoy being an outdoorsman and coaching girls fastpitch softball.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.