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.