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, Twin Cities and Southeast Minnesota areas. I started in the financial industry in 2010 and later became a Wealth Management Trust Advisor. I hold a Juris Doctorate degree in law from Hamline University School of Law in Saint Paul, Minnesota, and a Bachelor of Arts degree in economics 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 Olmsted County Bar Association and also on the board of the Rochester Public Utilities agency. In my free time, I enjoy traveling, hiking with my husband and our two dogs named Bainbridge (a St. Bernard-Lab mix) and Mycroft (a Border Collie-Lab mix). I also enjoy spending time with my parents, my three siblings and their families.
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.