101 S Capitol Blvd Ste 1400
Boise, ID 83702
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It is my pleasure to serve the financial needs of people throughout Idaho. My experience in the financial services industry began in 1995 and I became a Wealth Management Trust Advisor in 2000. I hold a Bachelor of Arts degree in economics from the University of Colorado, and a Master of Business Administration degree in management science from the University of Colorado. I also hold a Juris Doctorate degree in law from Washburn University in Topeka, Kansas.
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 Southwest Idaho Council of Charitable Gift Planners, I am also a member of Boise Estate Planning Council and a member of the Trust and Estate Professionals of Idaho. In my free time, I enjoy spending time with my family, attending youth sporting events and traveling.
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.