86 Sw Century Dr
Bend, OR 97702
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It is my pleasure to serve the financial needs of people in the Bend, Redmond, Sisters, Madras, Grant County, Harney County areas. I started in the financial industry in 2001. I hold a Bachelor of Arts degree from New Mexico State University in Las Cruces, New Mexico.
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 volunteer with Deschutes County Search and Rescue. Also I enjoy athletic events, spending time outdoors and being with friends and family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office86 Sw Century Dr
Bend, OR 97702
Secondary Office42 Sw C St
Madras, OR 97741
Secondary Office2000 Main Street
Baker City, OR 97814
Secondary Office610 E. Broadway
Milton-Freewater, OR 97862
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.