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

Crystal Plum

Wealth Management Trust Advisor
U.S. Bank

402.963.2159

Primary office
525 N 132nd St
Omaha, NE 68154

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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

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.