160 E. Capitol Drive
Hartland, WI 53029
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It is my pleasure to serve the financial needs of people in Lake Country community. I started in the financial industry in 1991. I hold a Bachelor of Arts degree in economic and commercial international relations from the University of Wisconsin - Madison in Madison, Wisconsin. Additionally, I am fluent in Spanish.
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.
Outside of work, I volunteer at Holton Youth & Family Center, Junior Achievement, U.S. Bank Development Network and Arrowhead Basketball Club. In my free time, I enjoy traveling, tennis and time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office160 E. Capitol Drive
Hartland, WI 53029
Secondary office2805 Heritage Drive
Delafield, WI 53018
Secondary office1674 Old School House Rd, Suite 100
Oconomowoc, WI 53066
Secondary office9921 West Capitol Drive
Milwaukee, WI 53222
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.