901 Elida Avenue
Delphos, OH 45833
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My experience in the financial services industry began in 2000, and it is my pleasure to serve the financial needs of people in the Delphos, Van Wert, Minster, Fort Loramie, Convoy, Spencerville, Ada, and Kenton areas. I hold a Bachelor of Science degree in financial services and a Master of Business Administration degree in management from Wright State University in Dayton, Ohio.
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 as a member of the Delphos St. John Evangelist Church and serve on the board of their Finance Council. In my free time, I enjoy traveling with my family as well as attending various events for my kids, such as dancing, horseback riding, flag football, wrestling, karate, and baseball. I am a passionate Pittsburgh Steelers and Ohio State football fan.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office901 Elida Avenue
Delphos, OH 45833
Secondary Office203 South Broadway
Spencerville, OH 45887
Secondary Office818 South Shannon
Van Wert, OH 45891
Secondary Office30 South Main Street
Minster, OH 45865
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.