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 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.