wealth management banker in Beachwood Sheridan Mclean
24700 Chagrin Blvd
Beachwood, OH 44128
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It is my pleasure to serve the financial needs of people in Beachwood, Mayfield, and Shaker Square. My experience in the financial industry started in 2017 and I became a Wealth Management Banker in 2021. I hold a Bachelor of Science in finance from University of Findlay.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
In my free time, I enjoy running in the Cleveland Metroparks and creating different types of art.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
Primary office24700 Chagrin Blvd
Beachwood, OH 44128
Secondary office13127 Shaker Square
Cleveland, OH 44120
Secondary office24700 Chagrin Boulevard
Beachwood, OH 44122
Secondary office6189 Mayfield Road
Mayfield Heights, OH 44124
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.