197 E Emmitt Ave
Waverly, OH 45690
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My experience in the financial services industry began in 2002, and it is my pleasure to serve the financial needs of people in the Scioto, Pike, Brown, Adams, Hocking, Perry and Ross Counties. I hold a Bachelor of Arts degree in political science from Wright State University in Dayton, Ohio.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office197 E Emmitt Ave
Waverly, OH 45690
Secondary office166 East Main Street
Circleville, OH 43113
Secondary office108 West Main Street
Logan, OH 43138
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.