8575 Valley Creek Road
Woodbury, MN 55125
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It is my pleasure to serve the financial needs of people in the Woodbury, Oakdale, Lakeland, Battle Creek, Cottage Grove areas. I started in the financial industry in 1989. I hold a Bachelor of Science degree in political science from the University of Minnesota, Twin Cities in Minneapolis, Minnesota.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management 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 spending time with my family, watching hockey and football and any activity that involves the outdoors.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office8575 Valley Creek Road
Woodbury, MN 55125
Secondary Office177 Saint Croix Trail South
Lakeland, MN 55043
Secondary Office1959 Burns Avenue
Saint Paul, MN 55119
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.