As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2005. I help clients succeed by ensuring that our team is meeting their needs for today, tomorrow and for the next generation. Every day I work with clients to tailor their plan based on the goals they share with me. I ensure that superior client service is delivered with a customer centric experience.
I live in Cincinnati, and serve clients in Kenwood, Montgomery and Hyde Park. I enjoy spending time with my family. We enjoy hiking, traveling and giving back to the community.
Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Investments are here to help with financial planning each step of the way.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.