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It is my pleasure to serve the financial needs of people in the southeastern Wisconsin area. I started in the financial industry in 1994 and later became a Trust Advisory Center Trust Administration Manager. I hold a Bachelor of Science degree in finance.
I oversee the activities and effectiveness of a team of trust administrators. We work to help meet your trust and investment needs. Our goal is to make managing your finances as easy as possible for you. As your Trust Administration Manager, I am available by phone when it's convenient for you.
In my spare time, I spend my time as a volunteer for the Summit Educational Association.
Area of focus
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.