101 S Capitol Blvd Ste 1400
Boise, ID 83702
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It is my pleasure to serve the financial needs of people in the Boise and Treasure Valley Idaho area. My experience in the financial services industry began in 1980 and that same year I became a Wealth Management Trust Advisor. I hold a Bachelor of Science degree and a Juris Doctorate degree from the University of Nebraska - Lincoln.
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.
I am a member and previous past president of the Boise and Southwest Idaho Estate Planning Councils and a member of the national Financial Planning Association. In my free time, I enjoy doing volunteer projects through the Bank, walking my dogs, yard work, reading and movies.
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.