160 E Capitol Dr
Hartland, WI 53029
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It is my pleasure to serve the financial needs of people in the Lake Country area. I started in the financial industry in 2010. I hold a Master of Science degree in communication from the Northwestern University in Evanston, Illinois. I also hold a Bachelor of Science degree in business management from Trinity Christian College in Palos Heights, Illinois. NMLS #456818.
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'm an Assistant Scoutmaster and Den Leader for Pack 294 with the Boy Scouts of America. In my free time, I enjoy outdoor activities, playing softball and traveling with my family.
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
Primary Office160 E Capitol Dr
Hartland, WI 53029
Secondary Office1674 Old School House Rd Ste 100
Oconomowoc, WI 53066
Secondary Office2805 Heritage Dr
Delafield, WI 53018
Secondary Office5000 W Chambers St Ste 1005
Milwaukee, WI 53210
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.