About our office

The Lexington 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 doctors, business owners and philanthropists; 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.

Our leadership

“Taking excellent care of clients means treating their goals as your own, their concerns as your priority, and their trust as your most valuable asset.”
Karlee Schultz, Market Leader, Ohio and Kentucky

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Kentucky, we've provided nearly $4 million in U.S. bank Foundation and corporate giving and over 31,000 in volunteer hours. Our team is actively involved in providing support through a variety of civic, business and philanthropic groups and activities in Lexington, throughout the Bluegrass Area and across Eastern and Central Kentucky.

Disclosures