About our office

The Omaha 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 knowledge working with business owners, corporate executives 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.

Meet our Private Wealth Management team

Stacy Nelson

Private Wealth Advisor

402-536-5134

Contact Stacy

Mindy Tuma

Private Wealth Advisor

402-399-2751

Contact Mindy

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Nebraska, we’ve provided $3 million in U.S. Bank Foundation and corporate giving and 5,000 in volunteer hours. Our team is actively involved in providing support through United Way, Habitat for Humanity, American Red Cross, Society of Financial Service Professionals, Rotary and others.

Community involvement for Private Wealth Management Rochester, MN office.

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Advanced charitable giving strategies

Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

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5 factors that can affect business valuation

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

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