About our office

The Chicago 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, retirees, attorneys and accountants; 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

David Bonifield

Private Wealth Advisor
312-325-2050

Bio page Contact David

Chris Chepy

Private Wealth Advisor
312-325-2053

Bio page Contact Chris

Ryan Johnson

Private Wealth Advisor Managing Director
312-325-8942

Bio page Contact Ryan

Leslie McMillan

Private Wealth Advisor
312-325-8915

Bio page Contact Leslie

Debora Oberling

Private Wealth Advisor
312-325-8964

Bio page Contact Debora

Jon Prell

Private Wealth Advisor
312-325-8932

Bio page Contact Jon

Dale Ramsburg

Private Wealth Consultant
312-325-8801

Bio page Contact Dale

Christopher Simcox

Private Wealth Advisor
312-325-2093

Bio page Contact Christopher

Our leadership

"Learning as much as possible is far more valuable than knowing everything.”

 

– Harman Johal, Market Leader, Chicago

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $11 million in U.S. Bank Foundation and corporate giving and 16,000 in volunteer hours. Our team is actively involved in providing support through the Museum of Science and Industry, DuPage Foundation, Chicago Community Trust, Morton Arboretum 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

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Read article

How to maintain your lifestyle in retirement

Seven financial strategies that can help you work toward the retirement you want.

Read Article

Disclosures

Start of disclosure content

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.