1514 Park Ave, Po Box 680277
Park City, UT 84068
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It is my pleasure to serve the financial needs of people in the Park City, Utah and Jackson, Wyoming area. I started in the financial industry in 1995 and later became a Regional Investment Manager. I hold a Bachelor of Science degree in finance from Missouri State University in Springfield, Missouri.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where 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 skiing, wakeboarding and mountain biking.
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.