900 Massachusetts Street
Lawrence, KS 66044
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It is my pleasure to serve the financial needs of people in the Northeast Kansas and Northwest Missouri area. My experience in the financial services industry began in 2008. I hold a Bachelor of Arts degree in political science from the University of Missouri in Columbia, Missouri and a Juris Doctorate degree from the University of Missouri-Kansas City School of Law in Kansas City, Missouri. California Insurance License #0H19176.
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 an active member of my church, and I am also involved with local civic groups. In my free time, I enjoy cycling, traveling 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 Office900 Massachusetts Street
Lawrence, KS 66044
Secondary Office719 S Kansas Ave
Topeka, KS 66603
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.