About our office

The Cincinnati 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 retirees, business owners and executives; 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 Kristen Ankenbauer

Kristen Ankenbauer

Private Wealth Advisor, 513-632-2066

headshot of Jane Boerger

Jane Boerger

Private Wealth Advisor, 513-762-8933

headshot of Julie Broadwell

Julie Broadwell

Private Wealth Advisor, 513-632-2584

headshot of Tommy Grace

Tommy Grace

Private Wealth Advisor, 513-639-2666

headshot of Bryan Havighurst

Bryan Havighurst

Private Wealth Advisor, 513-632-4352

headshot of Andrew Hilton

Andrew Hilton

Private Wealth Advisor, 513-632-2583

headshot of ALANA HUGHES


Private Wealth Advisor, 513-632-5529

headshot of Jeff Kruse

Jeff Kruse

Private Wealth Advisor, 513-632-5561

headshot of Melissa Marsh

Melissa Marsh

Private Wealth Advisor, 513-632-4459



Private Wealth Advisor, 513-632-2527

headshot of Karlee Schultz

Karlee Schultz

Private Wealth Advisor Managing Director, 513-632-2917

Our leadership

Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.
Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 48,000 in volunteer hours Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners 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.

Preparing a business exit strategy: Key factors to consider

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.