About our office
The Columbus 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 and philanthropists; 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

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.
Growth strategies for business owners
Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.
Strategic philanthropy: 3 steps to creating a giving plan
Meaningful giving starts with a purposeful plan.