8205 Sw Beaverton-Hillsdale Hwy
Portland, OR 97225
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It is my pleasure to serve the financial needs of people in the Portland metro area. I have worked in the financial services industry since 2003 and I hold a Bachelor of Science degree in research statistics as well as a Bachelor of Arts degree in dance performance―both from the University of Montana in Missoula, Montana.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I serve on the board of the Dream Factory of Oregon―an organization that grants dreams to critically and chronically ill children. In my free time I enjoy traveling the world, paddle boarding and planning my next adventure.
Area of Focus
Proactive Client Contact
Wealth Team Support
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.