1700 Farnam St
Omaha, NE 68102
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It is my pleasure to serve the financial needs of people in the Omaha area. I started in the financial industry in 1986. I hold a Bachelor of Business Administration degree in finance from the University of Texas in Austin, Texas, and a Master of Business Administration degree in finance and accounting from Vanderbilt University in Nashville, Tennessee.
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 a member of the Chartered Financial Analyst (CFA) Institute, and I also serve on the board of the Society of Financial Service Professionals. In my free time, I enjoy traveling, reading, especially biographies and history books, and the arts.
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.