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 Cedar Rapids area. I started in the financial industry in 1985 and later became a Portfolio Manager. I hold a Bachelor of Arts degree in accounting from the University of Northern Iowa in Cedar Falls, Iowa and a Master of Business Administration degree from Nova University in Ft. Lauderdale, Florida.
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 United Way social services organization, I also volunteer with the Big Brothers Big Sisters organization. In my free time, I enjoy traveling, golfing, exercise and spending time with my little brother.
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.