2323 N Mayfair Rd Ste 100
Wauwatosa, WI 53226
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It is my pleasure to serve the financial needs of people in Wauwatosa and the surrounding areas. I started in the financial industry in 2006 and later became a Wealth Management Banker. I hold a Bachelor of Science degree from The University of Cincinnati in Cincinnati, Ohio. NMLS #470537.
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 serve on the board of the Running Rebels Community Organization. In my free time I enjoy traveling, going to the movies and spending time 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 Office2323 N Mayfair Rd Ste 100
Wauwatosa, WI 53226
Secondary Office11111 W Burleigh St
Wauwatosa, WI 53222
Secondary Office9200 W Wisconsin Ave
Milwaukee, WI 53226
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.