155 First Ave Southwest
Rochester, MN 55902
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It is my pleasure to serve the financial needs of people in the Rochester area. I started in the financial industry in 1994 and became a Portfolio Manager in 2011. I hold a Bachelor of Arts degree in business administration from the University of Northern Iowa in Cedar Falls, Iowa.
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 like to invest my time serving on the board of the Greater Rochester Rotary Club. In my free time, I enjoy supporting high school sports and basketball.
Area of Focus
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.