About our office

The Boise 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, executives 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 Dannea Aylsworth

Dannea Aylsworth

Private Wealth Advisor, 208-383-7647

headshot of Derek Banning

Derek Banning

Private Wealth Advisor, 208-383-7764

headshot of Joanne Bradford

Joanne Bradford

Private Wealth Advisor, 208-383-7026

headshot of Lori Tomasovic-Dizes

Lori Tomasovic-Dizes

Private Wealth Advisor Managing Director, 208-383-7374

headshot of Mary-Kate Johnson

Mary-Kate Johnson

Private Wealth Advisor, 208-383-7144

headshot of Lisa Pepin

Lisa Pepin

Private Wealth Advisor, 208-383-7147

headshot of Jessica Silva

Jessica Silva

Private Wealth Advisor, 208-383-7544

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 Idaho, we’ve provided $2.5 million in U.S. Bank Foundation and corporate giving and 17,000 in volunteer hours.  Our team is actively involved in providing support through the YMCA, Women and Children’s Alliance, The Idaho Community Foundation, Wassmuth Center for Human Rights, The Learning Lab, Dress for Success 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.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

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.