1615 S Glenstone Ave
Springfield, MO 65804
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It is my pleasure to serve the financial needs of people in the Southern Missouri and Northern Arkansas area. I started in the financial industry in 1997 and became a Portfolio Manager in 2011. I hold a Master of Business Administration degree in finance, a Bachelor of Arts degree in history and a Bachelor of Arts degree in political science from the University of Missouri in Columbia, 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 time serving on the board of the Harmony House Association and also on the board of the Christ Episcopal Church Foundation. In my free time, I enjoy camping, hiking and spending time with my family.
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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.