602 Madison Avenue
Covington, KY 41011
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It is my pleasure to serve the financial needs of people in the Northern Kentucky area. I started in the financial services industry in 2004 and later became a Wealth Management Advisor. I hold a Bachelor of Science degree in radiological health science 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 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 the Crossroads Church, and in my extra free time, I enjoy scuba diving, traveling and marksmanship.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office602 Madison Avenue
Covington, KY 41011
Secondary Office810 Monmouth Street
Newport, KY 41071
Secondary Office7685 Mall Rd
Florence, KY 41042
Secondary Office2121 North Bend Road
Hebron, KY 41048
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.