3305 Plymouth Boulevard
Plymouth, MN 55447
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It is my pleasure to serve the financial needs of people in the Plymouth and Maple Grove areas. I started in the financial services industry in 1997 and became a Wealth Management Advisor in 2005. I hold a Bachelor of Science degree in business administration from Bemidji State University in Bemidji, Minnesota.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management 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 as a proud supporter of the Salk Middle School Robotics team.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office3305 Plymouth Boulevard
Plymouth, MN 55447
Secondary office8200 Coral Sea St Ne
Mounds View, MN 55112
Secondary office12880 Elm Creek Boulevard
Maple Grove, MN 55369
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.