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 Timothy Hoekstra

Timothy Hoekstra

Private Wealth Advisor, 480-494-8363

headshot of John Kasel

John Kasel

Private Wealth Advisor, 480-494-8368

headshot of Jason Luckey

Jason Luckey

Private Wealth Advisor, 702-274-7704

headshot of Sean McCarrick

Sean McCarrick

Private Wealth Advisor, 480-404-4008

headshot of Luciek Mkrdichian

Luciek 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, 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

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Address these 4 key issues before selling your business

Thinking about selling your business? U.S. Bank business advisors recommend early planning to assess your readiness, identify stakeholders and set objectives.

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.