333 Norfolk Avenue
Norfolk, NE 68701
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It is my pleasure to serve the financial needs of people in the of Norfolk, Columbus, Kearney and North Platte areas. I started in the financial industry in 1976 and became a Wealth Management Advisor in 1997. I hold a Bachelor of Science degree in education from Chadron State College in Chadron, Nebraska.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I invest my time as a member of St. Isidore's Catholic Church, and I volunteer with Kiwanis International, which is a global organization dedicated to improving the lives of children worldwide. In my free time, I enjoy spending time with grandchildren, golf and traveling.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office333 Norfolk Avenue
Norfolk, NE 68701
Secondary Office204 West 31st Street
Kearney, NE 68845
Secondary Office2203 1st Ave
Kearney, NE 68847
Secondary Office2221 23rd Street
Columbus, NE 68601
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.