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 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.