17800 Highway 7
Minnetonka, MN 55345
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Meet my team
It is my pleasure to serve the financial needs of people in the Twin Cities area. I started in the financial industry in 2005 and became a Wealth Management Advisor in 2012. I hold a Bachelor of Arts degree in Spanish from the University of Wisconsin-Eau Claire. I also hold a Master of Business Administration degree from the University of St. Thomas in Minneapolis, Minnesota. I am also fluent in Spanish. Arkansas Insurance Producer License Number 9571126, California Insurance License #0H99435.
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 like volunteering with Habitat for Humanity. In my free time, I enjoy traveling, investing and playing with my young kids.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office17800 Highway 7
Minnetonka, MN 55345
Secondary Office7830 Century Boulevard
Chanhassen, MN 55317
Secondary Office13081 Ridgedale Dr
Minnetonka, MN 55305
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.