111 N Main St, Po Box 2448
Oshkosh, WI 54901
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My experience in the financial services industry began in 2005, and it is my pleasure to serve the financial needs of people in the Fox Valley area. I hold a Bachelor of Science degree in entrepreneurship from Northern Michigan University in Marquette, Michigan, and a Master of Business Administration degree in finance from the University of Wisconsin-Eau Claire.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your need when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time as a member of the VEX Robotics organization and I am also involved in the Rotary International service organization.
Area of Focus
Retirement Income Planning
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.