204 E Washington St, Po Box 1880
Iowa City, IA 52240
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My experience in the financial services industry began in 2013, and it is my pleasure to serve the financial needs of people in the Iowa City and Southeastern Iowa areas. I hold a Juris Doctorate degree from the Catholic University of America in Washington, D.C., and a Bachelor of Science degree in psychology from the University of Mary Washington in Fredericksburg, Virginia.
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 as a member of the Iowa City Noon Rotary Club Association and the Cedar Rapids Area Estate Planning Council. In my free time, I enjoy cooking, dancing and spending quality time with my family and friends.
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.