155 First Ave Southwest
Rochester, MN 55902
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It is my pleasure to serve the financial needs of people in the Rochester area. I started in the financial industry in 1994 and became a Portfolio Manager in 2011. I hold a Bachelor of Arts degree in business administration from the University of Northern Iowa in Cedar Falls, Iowa.
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 like to invest my time serving on the board of the Greater Rochester Rotary Club. In my free time, I enjoy supporting high school sports and basketball.
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.