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It is my pleasure to serve the financial needs of people in the Greater Cincinnati area. I started in the financial industry in 1987 and later became a Trust Administrator Trust Advisory Center Managing Director. I hold a Bachelor of Arts degree from the University of Cincinnati in Cincinnati, Ohio.
I oversee the activities and effectiveness of a team of trust administrators. We work to help meet your trust and investment needs. Our goal is to make managing your finances as easy as possible for you. As your Managing Director, I am available by phone when it's convenient for you.
Outside of work, I spend my time serving on the board of the Catholic Worker House organization to help provide shelter for the homeless, and I also volunteer for the Loaves & Fishes soup kitchen. In my other free time, I enjoy traveling and golfing.
Area of Focus
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.