219 High St
Hamilton, OH 45011
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It is my pleasure to serve the financial needs of people in the Butler County area. I started in the financial services industry in 1977 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree from Miami University in Oxford, Ohio.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 member of the Hamilton Community Foundation Scholarship Committee and the Fairfield Community Foundation Wall of Honor Committee. In my free time, I enjoy spending time with my family and walking my dog, Annie.
Area of focus
Retirement Income Planning
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.