303 N Broadway
Billings, MT 59101
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It is my pleasure to serve the financial needs of people in the Billings, Bozeman and Eastern Montana area. I started in the financial industry in 1993 and became a Portfolio Manager in 2000. I hold a Bachelor of Science degree in finance from the University of Montana in Missoula, Montana.
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 spend my time as the acting Treasurer and I serve on the board of the Boys and Girls Club of Yellowstone County Endowment Foundation. In my free time, I enjoy skiing, hiking and camping.
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.