130 West Superior Street
Duluth, MN 55802
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It is my pleasure to serve the financial needs of people in the Duluth, Hibbing and Grand Rapids areas. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2001. I hold a Bachelor of Business Administration degree in finance from the University of Minnesota-Duluth in Duluth, Minnesota. Arkansas Insurance Producer License Number 6984705.
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.
Outside of work, I spend my time serving on the board of the Northland Country Club and am a member of Lakeside Presbyterian Church. In my free time, I enjoy golfing, fishing and watching my kids' sporting events.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office130 West Superior Street
Duluth, MN 55802
Secondary office211 East Howard Street
Hibbing, MN 55746
Secondary office4601 East Superior Street
Duluth, MN 55804
Secondary office230 First Street South
Virginia, MN 55792
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.