N78 W14545 Appleton Avenue
Menomonee Falls, WI 53051
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It is my pleasure to serve the financial needs of people in the Menomonee Falls, Germantown and Sussex areas. I started in the financial services industry in 1993 and became a Wealth Management Associate in 2005. I hold a Bachelor of Business Administration degree in finance from the University of Wisconsin-Oshkosh in Oshkosh, Wisconsin.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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.
Area of Focus
Proactive Client Contact
Wealth Team Support
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.