About our office

The Ketchum 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

Christopher Serwan

Private Wealth Advisor

208-578-3676

Contact Christopher

Neil Siegel

Private Wealth Advisor

208-578-3683

Contact Neil

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 Swiftsure Ranch Therapeutic Equestrian Center, Wood River Women’s Foundation, The Advocates, Girls on the Run, YMCA, American Red Cross and others.

Community involvement for Private Wealth Management Ketchum, 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

Growth strategies for business owners

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

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3 steps to manage concentration risk in your portfolio

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

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