With over 15 years of experience in the wealth management industry, I am passionate about helping clients achieve their financial goals and aspirations. I have a strong background in wealth planning, investment management, trust and fiduciary services, and estate planning and administration. I hold ...
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With over 15 years of experience in the wealth management industry, I am passionate about helping clients achieve their financial goals and aspirations. I have a strong background in wealth planning, investment management, trust and fiduciary services, and estate planning and administration. I hold a Certified Trust and Financial Advisor (CTFA) designation, and a Juris Doctor degree from Mitchell Hamline School of Law.
As a Wealth Management Advisor at 1834, a division of Old National Bank, I provide tailored and comprehensive solutions to high-net-worth individuals and institutions. I work closely with clients to understand their needs, preferences, and risk tolerance, and design customized portfolios that align with their objectives and values. I also leverage my expertise in trust and fiduciary services to help clients navigate complex legal and tax issues, and preserve and transfer their wealth to future generations. I partner with a team of professionals across 1834 and Old National to deliver exceptional service and value to our clients.
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