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 achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Brent Ericksen

Senior Private Wealth Advisor

206-344-2369

Contact Brent

Tiffany Koenig

Senior Private Wealth Advisor

425-637-2432

Contact Tiffany

Chad Wall

Private Wealth Advisor Managing Director

206-344-5458

Contact Chad

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.

Community involvement

Our services

 

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

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Business succession planning: Keeping it in the family

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

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5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

Read article