301 Burnsville Parkway
Burnsville, MN 55337
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It is my pleasure to serve the financial needs of people in the Burnsville, Highland Park and South Minneapolis areas. I started in the financial industry in 2006 and became a Wealth Management Advisor in 2016. I hold a Bachelor of Arts degree in political science from Carleton College in Northfield, Minnesota.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management 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'm a Class Agent for the Carleton College Alumni Annual Fund. In my free time, I enjoy reading, watching movies 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 Office301 Burnsville Parkway
Burnsville, MN 55337
Secondary Office2800 East Lake Street
Minneapolis, MN 55406
Secondary Office711 Cleveland Avenue South
Saint Paul, MN 55116
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.