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About Me
It is my pleasure to serve the financial needs of people in the Northern Ohio area. I started in the financial services industry in 2003 and became a Wealth Management Trust Advisor in 2009. I hold a Bachelor of Arts degree in business marketing from Cedarville University in Cedarville, Ohio.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 non-profit Troy Main Street Association, and I am also a member of the CFA Society of Dayton. In my free time, I enjoy biking, traveling and spending time with my family.
Area of focus
Financial Planning
Retirement Income Planning
Investments
Trust Administration
Estate Administration
Charitable Services
Philanthropy
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.
