3445 Bunker Lake Boulevard
Andover, MN 55304
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It is my pleasure to serve the financial needs of people in the Northern Metro area of Minnesota. I started in the financial industry in 2001. I hold a Bachelor of Arts degree in business communications from the University of Minnesota in Duluth, Minnesota.
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 Champlin Park Vocal Music Association. In my free time, I enjoy spending time with my family, working at the cabin and mountain biking.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office3445 Bunker Lake Boulevard
Andover, MN 55304
Secondary Office7984 Lake Drive
Lino Lakes, MN 55014
Secondary Office231 County Rd 10 N.E.
Blaine, MN 55434
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.