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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 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 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.