1700 Farnam St
Omaha, NE 68102
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My experience in the financial services industry began in 2007 as a Wealth Management Trust Advisor, and it is my pleasure to serve the financial needs of people in the Greater Omaha and Western Iowa areas. I hold a Bachelor of Arts degree in psychology and Spanish from Rockhurst University in Kansas City, Missouri, and a Juris Doctorate degree in law from Creighton University in Omaha, 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 staying involved with the organizations Down Syndrome Alliance of the Midlands, Special Olympics Nebraska and Dads Appreciate Down Syndrome. I am also a member of the Leadership Omaha Class 39. In my free time, I enjoy traveling, golfing 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.