160 E. Capitol Drive
Hartland, WI 53029
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It is my pleasure to serve the financial needs of people in Lake Country community. I started in the financial industry in 1991. I hold a Bachelor of Arts degree in economic and commercial international relations from the University of Wisconsin - Madison in Madison, Wisconsin. Additionally, I am fluent in Spanish.
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.
Outside of work, I volunteer at Holton Youth & Family Center, Junior Achievement, U.S. Bank Development Network and Arrowhead Basketball Club. In my free time, I enjoy traveling, tennis and 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 Office160 E. Capitol Drive
Hartland, WI 53029
Secondary Office7500 W Good Hope Rd
Milwaukee, WI 53223
Secondary Office1674 Old School House Rd, Suite 100
Oconomowoc, WI 53066
Secondary OfficeN96 W18480 County Line Road
Germantown, WI 53022
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.