West 428 Riverside
Spokane, WA 99201
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It is my pleasure to serve the financial needs of people in the Spokane & Spokane County area. I started in the financial industry in 2008. I hold a Bachelor of Arts degree in political science from Gonzaga University, and I hold a Master of Business Administration degree from Western Governors University/WGU Washington in Salt Lake City, Utah.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management 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.
I spend my time as a volunteer with Rotary Club of Spokane-North, Early Life Speech & Language, and Hamblen Park Presbyterian Church. Outside of work, I spend my time running marathons and kayaking.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary officeWest 428 Riverside
Spokane, WA 99201
Secondary officeNorth 1 Third Street
Harrington, WA 99134
Secondary office8851 E. Trent Avenue
Spokane, WA 99212
Secondary office2322 E Sprague Ave
Spokane, WA 99202
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.