500 E Main St
Bowling Green, KY 42101
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It is my pleasure to serve the financial needs of people in Western Kentucky. My experience in the financial services industry began in 1995 and I became a Wealth Management Trust Advisor in 2005. I hold a Bachelor of Business Administration degree in finance and economics from the University of Kentucky in Lexington, Kentucky.
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 volunteering with United Way, an organization dedicated to improving lives by mobilizing communities, and I am also an active member of my church. In my extra free time, I enjoy traveling and sports.
Area of focus
Retirement Income Planning
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.