About our office

The Scottsdale team, covering the Arizona market, 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, wealth creators and retirees; 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

headshot of Lisa Andrasko

Lisa Andrasko

Private Wealth Advisor 480-494-8360

headshot of Dan Doering

Dan Doering

Private Wealth Advisor 480-494-8362

headshot of Lisa Handley

Lisa Handley

Private Wealth Advisor 480-494-8357

headshot of Tim Hoekstra

Tim Hoekstra

Private Wealth Advisor 480-494-8363

headshot of John Kasel

John Kasel

Private Wealth Advisor Managing Director 480-494-8368

headshot of Sean McCarrick

Sean McCarrick

Private Wealth Advisor 480-404-4008

headshot of Lucie Mkrdichian

Lucie Mkrdichian

Private Wealth Advisor 480-494-8349

headshot of Christine Nowaczyk

Christine Nowaczyk

Private Wealth Advisor 480-494-8366

headshot of Bret Reel

Bret Reel

Private Wealth Advisor Partner 480-494-8364

Our leadership

“Integrity is doing what’s best for clients and doing it right the first time.”
Daniel Wani, Market Leader, Arizona, Idaho, Montana, Nevada, Utah and Wyoming

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Arizona, we’ve provided $2 million in U.S. Bank Foundation and corporate giving and 11,000 in volunteer hours. Our team is actively involved in providing support through Valley of the Sun United Way, Arizona Science Center, Thunderbirds and the Waste Management Phoenix Open, Desert Botanical Gardens and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Selling your business: 4 key issues to consider

Even if the sale of your business is years away, it’s never too early to start planning for it. Preparing well in advance can help you shift your mindset and get clarity on your objectives for the sale.

How to handle market volatility

Market volatility can occur suddenly, but rarely happens for no reason. A better understanding of its potential causes, along with a comprehensive financial plan, can help you keep your emotions amidst volatility in check.

Disclosures