About our office

The Coeur d'Alene 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, corporate executives 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

Lori Dizes

Private Wealth Advisor Managing Director

208-383-7374

Contact Lori

Ted Hanson

Private Wealth Advisor

208-769-4552

Contact Ted

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Idaho, we’ve provided $3 million in U.S. Bank Foundation and corporate giving and 16,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, Second Harvest Food Bank, Volunteers of America, Habitat for Humanity, Ronald McDonald House, United Way, Hispanic Business Professional Association, Women Helping Women and others.

Community involvement for Private Wealth Management Coeur d'Alene, ID office.

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

3 steps to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

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3 transition strategies for family business succession

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

Read article