1112 First Street South
Nampa, ID 83651
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It is my pleasure to serve the financial needs of people in the Nampa, Eagle, Boise, and Meridian areas. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2005. I hold a Bachelor of Business Administration degree in finance from Idaho State University in Pocatello, Idaho. California Insurance License #0I97308.
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.
In my free time, I enjoy cycling, running and racquetball.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office1112 First Street South
Nampa, ID 83651
Secondary office2220 12th Ave Road
Nampa, ID 83686
Secondary office150 W. State Street
Eagle, ID 83616
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.