wealth management banker in Boise William West
101 S Capitol Blvd Ste 1400
Boise, ID 83702
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About me
It is my pleasure to serve the financial needs of people in the Boise Metropolitan area. My experience in the financial industry started in 2004. I hold a Bachelor of Arts degree in multidisciplinary studies from Boise State University. NMLS #745709.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I'm a member of Junior Achievement. In my free time, I enjoy walking my dog on the green belt and spending time with family.
Area of focus
Premium banking services
Home mortgages
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Financing strategies
Commercial real estate loans
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.
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.