Six S Tejon St
Colorado Springs, CO 80903
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It is my pleasure to serve the financial needs of people in the Southern Colorado area. I started in the financial industry in 1984 and became a Wealth Management Trust Advisor in 2011. I hold a Bachelor of Science degree in accounting from Louisiana Technical University in Ruston, Louisiana and I also hold a Master of Science degree in taxation from Bentley College in Bentley, Massachusetts.
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 needs 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 serving as President of the board of the Palmer Land Trust organization, and as treasurer of the board of Partners In Housing, and I am involved with the Community Partnership for Child Development. In my free time, I enjoy golfing and skiing.
Area of focus
Retirement Income Planning
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.