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 1983 and became a Portfolio Manager in 1993. I hold a Bachelor of Science degree in finance from Penn State University in State College, Pennsylvania and I also hold a Master of Business Administration degree in finance from the University of Michigan in Ann Arbor, Michigan.
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.
In my spare time, I enjoy playing golf and following college football, and am involved in various community activities.
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.