425 Cedar St
Waterloo, IA 50701
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It is my pleasure to serve the financial needs of people in the greater Waterloo area. I started in the financial industry in 1979 and became a Wealth Management Trust Advisor in 1989. I hold a Bachelor of Arts degree in accounting and a CPA certificate from the University of Northern Iowa in Cedar Falls, Iowa.
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 serving on the board of the UNI Planned Giving Council, I am also a member of the non-profit youth organization Junior Achievement of Eastern Iowa. In my free time, I enjoy motorcycling across the United States, hiking and hanging out with my 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.