About our office

The Kansas City 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, retirees and wealth creators; 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 Tamarra Anthony

Tamarra Anthony

Private Wealth Advisor, 816-652-3750

headshot of Lisa Blake

Lisa Blake

Private Wealth Advisor, 816-652-3740

headshot of James Dunker

James Dunker

Private Wealth Advisor, 816-652-3713

headshot of Joe  Graham

Joe Graham

Private Wealth Advisor, 816-652-3718

headshot of Eric Savio

Eric Savio

Private Wealth Advisor, 816-652-3732

headshot of Kimberly Smith

Kimberly Smith

Private Wealth Advisor, 816-652-3734

headshot of Kelly Uran

Kelly Uran

Private Wealth Advisor, 816-652-3712

Our leadership

The ultimate goal is to help clients find peace of mind. We listen to their dreams and goals and help them execute on all the details toward making it happen, providing guidance, advice and expertise along the way.
Kelli Glynn, Market Leader, Kansas City/NW MO and Kansas

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided more than $12 million in U.S. Bank Foundation and corporate giving and 12,000 in volunteer hours. Our team is actively involved in providing support through the Kansas City Chiefs, Kansas City Royals, Sporting Kansas City 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.

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.