910 W Main St
Troy, OH 45373
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I started in the Trust and Fiduciary services industry in 1989 and became a Wealth Management Trust Advisor in 2010.
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 serving on the board of the Miami County Toastmasters club and also on the board of the Troy Dollars for College association. In my free time, I enjoy spending time with family, exercising, spinning and being outdoors.
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.