3305 Plymouth Boulevard
Plymouth, MN 55447
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It is my pleasure to serve the financial needs of people in the Plymouth and Maple Grove areas. I started in the financial services industry in 1997 and became a Wealth Management Advisor in 2005. I hold a Bachelor of Science degree in business administration from Bemidji State University in Bemidji, 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 spend my time as a proud supporter of the Salk Middle School Robotics team.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office3305 Plymouth Boulevard
Plymouth, MN 55447
Secondary Office13623 80th Cir N
Maple Grove, MN 55369
Secondary Office4105 Lancaster Ln N
Plymouth, MN 55441-1706
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.