200 N Durkee St
Appleton, WI 54911
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I have had the pleasure of serving the Fox Cities community since 1993 in the financial services industry. A career that began in 1974 has given me a diverse experience of holding various positions within this industry. This diversity has prepared me for the high level of service, knowledge, and experience that the wealth management sector expects from their banker. NMLS #520483.
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.
I bring my passions and talents to the community by working with Junior Achievement, Habitat for Humanity, Homeless Connection and various other organizations. My free time outside of volunteering is committed to my family, friends, and special interests.
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.