100 East Main Street
Eaton, OH 45320
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My experience in the financial services industry began in 2006, and it is my pleasure to serve the financial needs of people in the Preble County of Ohio and the Richmond area of Indiana. I hold a Bachelor of Science degree in business 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 invest my time as an active member of my local church, and I am also a member of the organization, 4H Preble County, which is dedicated to improving the lives of Ohioans. In my free time, I enjoy spending time with my two grandsons, gardening, staying fit, walking and caring for my six horses and four dogs.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.