West 428 Riverside
Spokane, WA 99201
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It is my pleasure to serve the financial needs of people in the Spokane & Spokane County area. I started in the financial industry in 2008. I hold a Bachelor of Arts degree in political science from Gonzaga University, and I hold a Master of Business Administration degree from Western Governors University/WGU Washington in Salt Lake City, Utah.
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 spend my time as a volunteer with Rotary Club of Spokane-North, Early Life Speech & Language, and Hamblen Park Presbyterian Church. Outside of work, I spend my time running marathons and kayaking.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary OfficeWest 428 Riverside
Spokane, WA 99201
Secondary Office703 Main St
Pomeroy, WA 99347
Secondary Office15426 East Sprague Avenue
Spokane Valley, WA 99037
Secondary Office1304 North Liberty Lake Road
Liberty Lake, WA 99019
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.