1015 W Saint Germain St
Saint Cloud, MN 56301
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About Me
It is my pleasure to serve the financial needs of people in the Central Minnesota area. I started in the financial industry in 1982 and became an Investment and Trust Relationship Manager in 2015.
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.
In my free time, I am a Rotary Club member and serve on multiple boards, including the board of the Cathedral High School, the board of Big Brothers Big Sisters, and the board of Gabriel Media.
Area of Focus
Financial Planning
Retirement Income Planning
Investments
Trust Administration
Estate Administration
Charitable Services
Philanthropy
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.
