1212 East Wayzata Boulevard
Wayzata, MN 55391
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It is my pleasure to serve the financial needs of people in the Lake Minnetonka area. I started in the financial industry in 1993 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Science degree in business administration from the University of Wisconsin - Madison.
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.
Outside of work, I spend my time as a member of the Wayzata Community Church and was a past treasurer of the Minnetonka Beach City Council. I also volunteer as a youth coach for hockey, soccer, and football. In my free time, I enjoy golfing, boating and fishing.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.