4411 196th Southwest
Lynnwood, WA 98036
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It is my pleasure to serve the financial needs of people in the Edmonds area. I started in the financial industry in 2009 and later became a Wealth Management Associate. I hold a Master of Business Administration degree in financial planning from California Lutheran University in Thousand Oaks, California, and I also hold a Bachelor of Arts degree in finance from Washington State University in Vancouver, Washington.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time staying involved in Financial Beginnings, a nonprofit that provides financial education to youth. In my free time, I enjoy hiking, rock climbing, and studying economics.
Area of Focus
Proactive Client Contact
Wealth Team Support
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.