About our office
The Louisville 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 knowledge working with business owners, corporate executives and women; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.
Meet our Private Wealth Advisor
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.
Women and wealth: How to make the most of your money
Women have more money and power than ever before. Our research tells us they aren’t getting the most out of it.
Equal Housing Lender. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.