910 W Main St
Troy, OH 45373
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It is my pleasure to serve the financial needs of people in the Troy, Dayton, and Miami County areas. I started in the financial industry in 1991 and became a Portfolio Manager in 2012. I hold a Bachelor of Science degree in International business and logistics from Ohio State University in Columbus, Ohio, and a Master of Business Administration degree in finance from Xavier University in Cincinnati, Ohio.
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 Chartered Financial Analyst (CFA) Society in Dayton, and I also serve on the board of the Cub Scout Pack 940 of West Chester, Ohio. In my free time, I enjoy camping, hiking and spending time with my family.
Area of focus
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.