219 High St
Hamilton, OH 45011
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It is my pleasure to serve the financial needs of people in Ohio and Kentucky including Hamilton, Oxford, Cincinnati, and Portsmouth, OH, and Maysville, KY. I started in the financial industry in 1979 and that same year became a Portfolio Manager. I hold a Bachelor of Business Administration degree in management from Belmont College 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 serving on the board of the Fort Hamilton Hospital and Foundation and also on the board of the Greater Hamilton Chamber of Commerce. In my free time, I enjoy vacations with my family, golfing, baseball, basketball, football and making Hamilton a better place to live.
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.