About our office

The Bellevue team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, doctors and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Brent Ericksen

Senior Private Wealth Advisor
206-344-2369

Bio page Contact Brent

Nicolette Hooper

Private Wealth Advisor
206-344-3688

Bio page Contact Nicolette

Tiffany Koenig

Senior Private Wealth Advisor
425-637-2432

Bio page Contact Tiffany

Kartik Ram

Private Wealth Advisor
425-436-2490

Bio page Contact Kartik

Chad Wall

Private Wealth Advisor Managing Director
206-344-5458

Bio page Contact Chad

Our leadership

“Hard working teams transform lives.”

 

– Catherine Irby Arnold, Market Leader, Washington

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 14,000 in volunteer hours. Our team is actively involved in providing support through the Seattle Public Library Foundation, 5th Avenue Theatre, Alliance of Angels, Greater Tacoma Community Foundation and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

3 transition strategies for family business succession

Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read article

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

Read article

Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.