801 N 39th Ave
Yakima, WA 98902
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It is my pleasure to serve the financial needs of people in the central Washington area. I started in the financial industry in 1983. I hold a Bachelor of Arts degree in business administration from Central Washington University in Cheney, Washington, and a Bachelor of Arts degree in banking from the Pacific Coast Banking School in Seattle, Washington. NMLS #1239604.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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 serve on the board of Confluence Health and am a member of the Yakima Downtown Rotary. I also support Junior Achievement―an organization that provides financial literacy and entrepreneurial education to students. In my free time, I enjoy photography, golf and hiking.
Area of focus
Premium Banking Services
Home Equity Line of Credit
Secured and Unsecured Lines of Credit and Loans
Savings and Cash Management
Commercial Real Estate Loans
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.