415 Francis St
Saint Joseph, MO 64501
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It is my pleasure to serve the financial needs of people in the Northern Missouri area. I started in the financial industry in 2007. I hold a Bachelor of Science degree in economics and finance from Missouri Southern State University in Joplin, Missouri.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 being a member of the United Way of Greater Saint Joseph, and I also serve on the board of the Bluegrass Battles Hunger association. In my free time, I enjoy reading and baseball.
Area of Focus
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.