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 2016 and that same year became a Wealth Management Trust Advisor. I hold a Juris Doctorate degree from the William Mitchell College of Law in Saint Paul, Minnesota, and a Bachelor of Science degree in business with an emphasis in marketing from the University of Minnesota in Minneapolis, Minnesota.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 Lincoln K-8 District Wide School PPT/PTA, and I am also a member of the Olmsted County Human Rights Commission association. In my free time, I enjoy spending time with my family and friends, reading and doing my part to make the world a better place.
Area of focus
Retirement Income Planning
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.