11111 North Port Washington Road
Mequon, WI 53092
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My experience in the financial services industry began in 2000., and it is my pleasure to serve the financial needs of people in Milwaukee's North Shore and Ozaukee County communities. I hold a Bachelor of Science degree in economics from the University of Wisconsin Green Bay.
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.
In my free time, I enjoy running, basketball and traveling.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office11111 North Port Washington Road
Mequon, WI 53092
Secondary Office400 West Brown Deer Road
Bayside, WI 53217
Secondary Office4200 West Brown Deer Road
Brown Deer, WI 53209
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.