Crystal Plum | Investment & Wealth | Omaha, NE | U.S. Bancorp Wealth Management

Crystal Plum

Wealth Management Trust Advisor
U.S. Bank


Primary Office
525 N 132nd St
Omaha, NE 68154

Thank You

Your message has been sent to Crystal Plum. We look forward to being in touch.

Contact Me

Complete this form and Crystal Plum will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

My experience in the financial services industry began in 2005 and it is my pleasure to serve the financial needs of people in the Greater Omaha area. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I enjoy spending time with my family and staying involved in my children's organizations such as the PTO and various volunteer opportunities in my community. My family loves to spend time outdoors and traveling when we can.

Area of focus

Financial Planning

Retirement Income Planning


Trust Administration

Estate Administration

Charitable Services


About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.