About our office

The Cincinnati 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 retirees, business owners, and corporate executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Kristen Ankenbauer

Private Wealth Advisor

Jane Boerger

Private Wealth Advisor

Julie Broadwell

Private Wealth Advisor

Terry Davis

Private Wealth Advisor

Thomas Grace

Private Wealth Advisor

Bryan Havighurst

Private Wealth Advisor

Andrew Hilton

Private Wealth Advisor

Alana Hughes

Private Wealth Advisor

Jeffrey Kruse

Private Wealth Advisor

Melissa Marsh

Private Wealth Advisor

Neil Miller

Private Wealth Advisor

James Ryan

Private Wealth Advisor Managing Director

Christine Schaub

Private Wealth Advisor

Karlee Schultz

Private Wealth Advisor Managing Director

Wally Zancan

Private Wealth Advisor

Our leadership

"Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”


– Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

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 48,000 in volunteer hours. Our team is actively involved in providing support for the arts, youth, community development and others.

Our services

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.

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

Business succession planning: Keeping it in the family

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


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.