233 S 13th St
Lincoln, NE 68508
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It is my pleasure to serve the financial needs of people in the Lincoln area. I started in the financial services industry in 1987and later became a Wealth Management Trust Advisor. I hold a Juris Doctorate degree in law from the NU College of Law in Lincoln, Nebraska, and a Master of Science degree in accountancy from the University of Nebraska - Lincoln in Lincoln, Nebraska.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 serving on the board of the Community Health Charities organization and also on the board of the United Way social services organization. In my free time, I enjoy spending time with my family.
Area of focus
Retirement Income Planning
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.