800 Willamette St
Eugene, OR 97401
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My experience in the financial services industry began in 1993, and it is my pleasure to serve the financial needs of people in the Greater Oregon area. I hold a Juris Doctorate degree from Willamette University College of Law in Salem, Oregon, and a Bachelor of Arts degree from Linfield College in McMinnville, Oregon.
I want to make managing your finances as easy as possible for you. As your Wealth Mangement 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 Goodwill Industries of Lane & South Coast, and I am also a member of the Eugene Estate Planning Council. In my free time, I enjoy golfing and reading.
Area of focus
Retirement Income Planning
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.