621 East 30th Avenue
Spokane, WA 99203
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It is my pleasure to serve the financial needs of people in the Coeur d'Alene, Post Falls, Sandpoint and Silver Valley communities. I started in the financial services industry in 2013. I hold a Bachelor of Science degree in Business from Ohio University in Athens, Ohio. California Insurance License #0L63903.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I volunteer with Junior Achievement and at my children's school. Outside of work, I spend my time skiing, camping and spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office621 East 30th Avenue
Spokane, WA 99203
Secondary Office138 North Eighth Street
St. Maries, ID 83861
Secondary Office201 Main Street
Sandpoint, ID 83864
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.