7307 North Division Street
Spokane, WA 99208
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It is my pleasure to serve the financial needs of people in Spokane and the surrounding communities. I started in the financial industry in 2012. I hold a Bachelor of Arts degree in organizational management from Whitworth University in Spokane, Washington. California Insurance License # 0I70880.
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.
In my free time, I enjoy spending time with my family, including our dogs and cats. I also enjoy being active through spin class and yoga.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office7307 North Division Street
Spokane, WA 99208
Secondary Office102 W. Indiana Avenue
Spokane, WA 99205
Secondary OfficeEast 123 Queen
Spokane, WA 99207
Secondary Office101 East Main
Ritzville, WA 99169
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.