1 Harvester Square
Saint Charles, MO 63303
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It is my pleasure to serve the financial needs of people in St. Charles County. I started in the financial services industry in 2005 as a Wealth Management Advisor. I hold a Bachelor of Science degree in communications and marketing from Southwest Missouri State. Arkansas Insurance Producer License Number 0008989389.
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 coaching youth sports and am staying involved with the Saint Elizabeth Ann Seton Church. In my free time, I enjoy outdoor activities, motorcycle riding and physical fitness.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.