219 High St
Hamilton, OH 45011
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It is my pleasure to serve the financial needs of people in Ohio and Kentucky including Hamilton, Oxford, Cincinnati, and Portsmouth, OH, and Maysville, KY. I started in the financial industry in 1979 and that same year became a Portfolio Manager. I hold a Bachelor of Business Administration degree in management from Belmont College in Nashville, Tennessee.
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 serving on the board of the Fort Hamilton Hospital and Foundation and also on the board of the Greater Hamilton Chamber of Commerce. In my free time, I enjoy vacations with my family, golfing, baseball, basketball, football and making Hamilton a better place to live.
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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.