130 West Superior Street
Duluth, MN 55802
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It is my pleasure to serve the financial needs of people in the Duluth, Hibbing and Grand Rapids areas. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2001. I hold a Bachelor of Business Administration degree in finance from the University of Minnesota-Duluth in Duluth, Minnesota. Arkansas Insurance Producer License Number 6984705.
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 Northland Country Club and am a member of Lakeside Presbyterian Church. In my free time, I enjoy golfing, fishing and watching my kids' sporting events.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office130 West Superior Street
Duluth, MN 55802
Secondary Office211 East Howard Street
Hibbing, MN 55746
Secondary Office4601 East Superior Street
Duluth, MN 55804
Secondary Office230 First Street South
Virginia, MN 55792
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.