222 Second Ave Se
Cedar Rapids, IA 52401
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It is my pleasure to serve the financial needs of people in the Eastern Iowa area. I started in the financial industry in 1990 and later became a Portfolio Manager. I hold a Bachelor of Arts degree in finance from the University of Northern Iowa in Cedar Falls, Iowa and a Master of Business Administration degree in management and marketing from Iowa State University in Ames, Iowa.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 on the board of the non-profit agency Arc of East Central Iowa, and I am also a volunteer for the youth development organization Junior Achievement. In my free time, I enjoy traveling, biking and running.
Area of focus
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.