1700 Farnam St
Omaha, NE 68102
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It is my pleasure to serve the financial needs of people in the Cedar Valley area. I started in the financial industry in 1995 and later became a Portfolio Manager and Managing Director. I hold a Bachelor of Arts degree in finance and economics from Iowa State University in Ames, Iowa.
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 proud supporter of youth baseball and am also involved in our high school booster club. In my free time, I enjoy boating, biking and spending time with my family.
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.