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


Contact Kristen

Jane Boerger

Private Wealth Advisor


Contact Jane

Julie Broadwell

Private Wealth Advisor


Contact Julie

Terry Davis

Private Wealth Advisor


Contact Terry

Darryl Etling

Private Wealth Advisor


Contact Darryl

Thomas Grace

Private Wealth Advisor


Contact Thomas

Bryan Havighurst

Private Wealth Advisor


Contact Bryan

Jeffrey Kruse

Private Wealth Advisor


Contact Jeffrey

Melissa Marsh

Private Wealth Advisor


Contact Melissa

Neil Miller

Private Wealth Advisor


Contact Neil

Pam Paley

Private Wealth Advisor


Contact Pam

James Ryan

Private Wealth Advisor Managing Director


Contact James

Christine Schaub

Private Wealth Advisor


Contact Christine

Karlee Schultz

Private Wealth Advisor Managing Director


Contact Karlee

Wally Zancan

Private Wealth Advisor


Contact Wally

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 46,000 in volunteer hours. Our team is actively involved in providing support for the arts, youth, community development and others.

Community Involvement

Our services


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



Market news

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

Weekly market analysis

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

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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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