1076 East Us Highway 54
Camdenton, MO 65020
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It is my pleasure to serve the financial needs of people in the Camdenton, Lake of the Ozarks, Osage Beach, Eldon, Versailles, Laurie, Hermitage, Humansville, Clinton and Warrensburg areas. My experience in the financial industry started in 2016. I hold a Bachelor of Science degree in banking and finance from Central Methodist University in Fayette, Missouri.
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 sports, traveling 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 Office1076 East Us Highway 54
Camdenton, MO 65020
Secondary Office401 W Newton St
Versailles, MO 65084
Secondary Office4056 Highway 54
Osage Beach, MO 65065
Secondary Office615 N. Maguire Street
Warrensburg, MO 64093
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.