About our office

The Bellevue 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, doctors 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 Brent Ericksen

Brent Ericksen

Private Wealth Advisor, 425-436-3313

headshot of Nicolette Hooper

Nicolette Hooper

Private Wealth Advisor, 206-344-3688

headshot of Tiffany Koenig

Tiffany Koenig

Private Wealth Advisor, 425-637-2432

headshot of Kartik Ram

Kartik Ram

Private Wealth Advisor, 425-436-2490

headshot of Chad Wall

Chad Wall

Private Wealth Advisor Managing Director, 206-344-5458

headshot of Beverly Tandy

Beverly Tandy

Private Wealth Advisor, 425-201-0729

Our leadership

"Hard working teams transform lives."
Catherine Irby Arnold, Market Leader, Washington

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 14,000 in volunteer hours. Our team is actively involved in providing support through the Seattle Public Library Foundation, 5th Avenue Theatre, Alliance of Angels, Greater Tacoma Community Foundation 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.