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, 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 Lori Tomasovic-Dizes

Lori Tomasovic-Dizes

Private Wealth Advisor Managing Director, 208-383-7374

headshot of Neil Siegel

Neil Siegel

Private Wealth Advisor, 208-578-3683

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

5 factors that can affect business valuation

Business valuation can help you determine how much your company is worth. Here are five factors that can affect the perceived value of your business.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.