425 Cedar Street
Waterloo, IA 50701
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It is my pleasure to serve the financial needs of people in the Waterloo and Cedar Falls area. I started in the financial industry in 1990 and became a Wealth Management Advisor in 1995. I hold a Bachelor of Arts degree in finance from the University of Northern Iowa in Cedar Falls, Iowa. California Insurance License #0G40098.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 being involved with the People's Community Health Clinic, which provides affordable medical and dental care, I also serve on the board of Beaver Hills Country Club. In my free time, I enjoy exercising, travel and spending time with family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office425 Cedar Street
Waterloo, IA 50701
Secondary office3130 Kimball Avenue
Waterloo, IA 50702
Secondary office222 Washington Street
Cedar Falls, IA 50613
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.