800 Willamette St
Eugene, OR 97401
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My experience in the financial services industry began in 1993, and it is my pleasure to serve the financial needs of people in the Greater Oregon area. I hold a Juris Doctorate degree from Willamette University College of Law in Salem, Oregon, and a Bachelor of Arts degree from Linfield College in McMinnville, Oregon.
I want to make managing your finances as easy as possible for you. As your Wealth Mangement 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 Goodwill Industries of Lane & South Coast, and I am also a member of the Eugene Estate Planning Council. In my free time, I enjoy golfing and reading.
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.