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 and Scottsbluff areas. My experience in the financial services industry began in 1990. I hold a Bachelor of Arts degree from the University of Nebraska in Lincoln, Nebraska, and a Juris Doctorate degree from the Georgetown University Law Center in Washington, DC.
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 am a member of the Nebraska State Bar Association Real Estate, Probate and Trust Law Sections, and I am also a member of the Lincoln Estate Planning Council and Lincoln Probate Discussion Gorup. In my free time, I enjoy bicycling, documentary films and spending time with my family.
Area of Focus
Retirement Income Planning
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.