1161 Steamboat Pkwy
Reno, NV 89521
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It is my pleasure to serve the financial needs of people in the Minden, Carson City, Reno, Fallon, Winnemucca, and Elko areas. My experience in the financial services industry started in 2008 and I became a Wealth Management Advisor in 2009. I hold a Master of Business Administration degree in business with a finance certificate from Colorado State University, and a Bachelor of Science degree in health science from the University of Nevada-Reno. California Insurance License #0H05654.
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 spend my time serving on the board of the Council Bluffs Airport Authority, and in my free time, I enjoy camping, cycling and golf.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office1161 Steamboat Pkwy
Reno, NV 89521
Secondary Office3405 Market St
Carson City, NV 89706
Secondary Office1001 North Stewart
Carson City, NV 89701
Secondary Office2197 Casey Rd
Fallon, NV 89406
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.