2801 Brooks St
Missoula, MT 59801
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It is my pleasure to serve the financial needs of people in the Western and Central Montana area. I started in the financial industry in 1985 and became a Portfolio Manager in 2010. I hold a Bachelor of Science degree in finance from the University of Montana in Missoula, Montana.
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 involved in my church, and I also volunteer for the non-profit organization Habitat for Humanity. In my free time, I enjoy outdoor activities, traveling and spending time with my family.
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.