800 Willamette St
Eugene, OR 97401
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It is my pleasure to serve the financial needs of people in the Oregon and Northern California area. I started in the financial industry in 1977. I hold a Bachelor of Science degree in business from Lewis and Clark College in Portland, Oregon.
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 being involved in the Babe Ruth Baseball League and am a member of the Eugene Country Club. In my free time, I enjoy golfing, hunting and scuba diving.
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.