500 E Main St
Bowling Green, KY 42101
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It is my pleasure to serve the financial needs of people in the South Central Kentucky area including Bowling Green and Owensboro, KY. I started in the financial industry in 1990 and became a Portfolio Manager in 1998. I hold a Bachelor of Science degree in finance from Western Kentucky University in Bowling Green, Kentucky, and a Master of Business Administration degree from the University of Mississippi in Oxford, Mississippi.
I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 Western Kentucky University Business Advisory Council.
Area of focus
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.