201 W 2nd St
Davenport, IA 52801
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It is my pleasure to serve the financial needs of people in the Quad Cities and Southeastern Iowa area. I started in the financial industry in 1996 and became a Portfolio Manager in 1998. I hold a Bachelor of Arts degree in economics from Simpson College in Indianola, Iowa, and a Master of Arts degree in finance and investment from the University of Exeter in Exeter, England.
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 Heritage Church, I am also a member of and volunteer for the youth development organization, Junior Achievement. In my free time, I enjoy fastpitch softball, traveling and spending time with my family.
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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.