155 First Avenue S.W.
Rochester, MN 55902
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It is my pleasure to serve the financial needs of people in the Southern Minnesota area. I started in the financial industry in 2000 and became a Wealth Management Advisor in 2011. I hold a Bachelor of Science degree in finance from Minnesota State University in Mankato, Minnesota. California Insurance License #0K42875.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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.
In my free time, I enjoy golfing, gardening and spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office155 First Avenue S.W.
Rochester, MN 55902
Secondary Office126 Grand Avenue
Spencer, IA 51301
Secondary Office236 East Main Street
Blooming Prairie, MN 55917
Secondary Office331 South Broadway
Albert Lea, MN 56007
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.