3955 Center Street N.E.
Salem, OR 97301
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It is my pleasure to serve the financial needs of people in the Pacific Northwest area. I started in the financial industry in 1999. I hold a Bachelor of Arts degree in business with a minor in economics from Western Oregon University in Monmouth, Oregon. California Insurance License # 0I60180.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management 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.
I am a member of my local church and a proud supporter of youth baseball and basketball. Outside fo work, I enjoy spending time with my family and friends, boating, coaching, hunting, traveling and the Pacific Northwest lifestyle.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office3955 Center Street N.E.
Salem, OR 97301
Secondary Office20259 Main St Ne
Saint Paul, OR 97137
Secondary Office2263 Country Club Road
Woodburn, OR 97071
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.