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It is my pleasure to serve the financial needs of people in Greater Minneapolis-St. Paul Metropolitan area. I started in the financial industry in 1995 and became a Trust Investment Advisor in 1998. I hold a Master of Business Administration degree in finance from Metropolitan State University, a Bachelor of Science degree from the University of Minnesota, and in addition to those, I hold a Bachelor of Arts degree in history from the University of Minnesota.
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.
In my free time, I enjoy being in the great outdoors, spending time with family and cheering on the Golden Gophers.
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.