About our office

The Scottsdale team, covering the Arizona market, 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, wealth builders and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Lisa Handley

Private Wealth Advisor

480-494-8357

Contact Lisa

Tim Hoekstra

Private Wealth Advisor

480-494-8363

Contact Tim

John Kasel

Senior Private Wealth Advisor

480-494-8368

Contact John

Sean McCarrick

Private Wealth Consultant

480-494-8359

Contact Sean

Luciek Mkrdichian

Private Wealth Advisor

480-494-8349

Contact Luciek

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 5,000 in volunteer hours. Our team is actively involved in providing support through Valley of the Sun United Way, Arizona Science Center, Thunderbirds and the Waste Management Phoenix Open, Desert Botanical Gardens and others.

Community involvement

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

Should I sell my business?

Inform your preferred transition approach one answer at a time.

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How to handle market volatility

Understanding the three stages of investor behavior that can occur with market uncertainty may help you prepare to act.

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