1700 Farnam St
Omaha, NE 68102
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It is my pleasure to serve the financial needs of people in the Cedar Valley area. I started in the financial industry in 1995 and later became a Portfolio Manager and Managing Director. I hold a Bachelor of Arts degree in finance and economics from Iowa State University in Ames, Iowa.
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 as a proud supporter of youth baseball and am also involved in our high school booster club. In my free time, I enjoy boating, biking 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.