700 Frederica St
Owensboro, KY 42301
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It is my pleasure to serve the financial needs of people in the Owensboro, Calhoun, Hawesville, and Henderson areas. I started in the financial services industry in 1998 and became a Wealth Management Advisor in 1999. I hold a Bachelor of Science degree from Western Kentucky University.
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 Green River Area Community Foundation, a non-profit dedicated to improving the lives of citizens in the surrounding areas. I am also a member of the United Way Allocations Committee and am a supporter of Junior Achievement, an organization that provides financial literacy and entrepreneurship education to students. In my free time, I enjoy 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
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.