130 W Superior St
Duluth, MN 55802
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It is my pleasure to serve the financial needs of people in the Duluth and Northeastern Minnesota area. I started in the financial industry in 1992 and became a Portfolio Manager in 2006. I hold a Bachelor of Science degree in finance from the University of Wisconsin in Superior, Wisconsin, a Bachelor of Science degree in management from the College of Saint Scholastica in Duluth, Minnesota, and a Bachelor of Science degree in information systems from the American Sentinel University in Aurora, Colorado.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. 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 volunteer for the Boy Scouts of America. In my free time, I enjoy spending time in the outdoors.
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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.