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It is my pleasure to serve the financial needs of people in Lake Oswego and Camas. My experience in the financial industry started in 2018 and I became a Wealth Management Associate in 2018. I hold a Bachelor of Science in biology from Washington State University, Vancouver.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I volunteer with Humane Society for Southwest Washington. In my free time, I enjoy camping, riding my four wheeler and cheering on the Portland Winterhawks and Seattle Seahawks.
Proactive client contact
Wealth team support
Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.