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It is my pleasure to serve the financial needs of people in the Milwaukee and Chicago areas. I started in the financial industry in 2011. I hold a Bachelor of Business Administration degree in finance from Texas State University in San Marcos, Texas.
I want to make managing your finances as easy as possible for you. As your Trust Investment Advisor, I am supported by a team of professionals and will work either directly with you or together with your banker or advisor to address your needs when 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 actively support youth lacrosse. In my free time, I enjoy lacrosse and spending time with my family.
Area of focus
Fiduciary Investment Management
Specialty Asset Management
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.