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 2016 and that same year became a Wealth Management Trust Advisor. I hold a Juris Doctorate degree from the William Mitchell College of Law in Saint Paul, Minnesota, and a Bachelor of Science degree in business with an emphasis in marketing from the University of Minnesota in Minneapolis, Minnesota.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 serving on the board of the Lincoln K-8 District Wide School PPT/PTA, and I am also a member of the Olmsted County Human Rights Commission association. In my free time, I enjoy spending time with my family and friends, reading and doing my part to make the world a better place.
Area of focus
Retirement Income Planning
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.