4411 196th Southwest
Lynnwood, WA 98036
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It is my pleasure to serve the financial needs of people in the Lynnwood area. I started in the financial industry in 2009 and became a Wealth Management Associate in 2016. I hold a Master of Business Administration degree in financial planning from California Lutheran University in Thousand Oaks, California, and I also hold a Bachelor of Arts degree in finance from Washington State University in Vancouver, Washington.
I want to make managing your finances as easy as possible for you. 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 spend my time staying involved in Financial Beginnings, a nonprofit that provides financial education to youth. In my free time, I enjoy hiking, rock climbing and painting.
Area of focus
Proactive client contact
Wealth team support
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.