204 E Washington St, Po Box 1880
Iowa City, IA 52240
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It is my pleasure to serve the financial needs of people in the Iowa City and Southeast Iowa area. I started in the financial industry in 1983 and became a Portfolio Manager in 1996. I hold a Bachelor of Science degree in business administration and a Master of Business Administration degree from Rockford College in Rockford, Illinois.
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.
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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.