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 work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Lisa Andrasko

Private Wealth Advisor
480-494-8360

Bio page Contact Lisa

Dan Doering

Private Wealth Advisor
480-494-8362

Bio page Contact Dan

Lisa Handley

Private Wealth Advisor
480-494-8357

Bio page Contact Lisa

Tim Hoekstra

Private Wealth Advisor
480-494-8363

Bio page Contact Tim

John Kasel

Private Wealth Advisor
480-980-5050

Bio page Contact John

Jason Luckey

Private Wealth Advisor
702-274-7704

Bio page Contact Jason

Sean McCarrick

Private Wealth Consultant
480-494-8359

Bio page Contact Sean

Luciek Mkrdichian

Private Wealth Advisor
480-494-8349

Bio page Contact Luciek

Christine Nowaczyk

Private Wealth Advisor
480-494-8366

Bio page Contact Christine

Bret Reel

Private Wealth Advisor
480-494-8364

Bio page Contact Bret

Our leadership

“Integrity is doing what’s best for clients and doing it right the first time.”

 

– Daniel Wani, Market Leader, Arizona, Idaho, Montana, Nevada, Utah and Wyoming

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Arizona, we’ve provided $2 million in U.S. Bank Foundation and corporate giving and 11,000 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.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Address these 4 issues before selling your business

Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.

Read article

How to handle market volatility

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

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.