About our office

The Spokane 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, corporate executives and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Lori Dizes

Private Wealth Advisor Managing Director

208-383-7374

Contact Lori

Jordan Urness

Private Wealth Advisor

509-835-6101

Contact Jordan

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Washington, we’ve provided $8 million in U.S. Bank Foundation and corporate giving and 27,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, Second Harvest Food Bank, Bite 2 Go weekend backpack program, Volunteers of America, Habitat for Humanity, Hospice of Spokane, Morning Star Foundation and others.

Community involvement for Private Wealth Management Spokane, WA 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

3 steps to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

Read article

3 questions to ask before selling your business

Selling a business you started and built from the ground up can be a tough step to take.

Read article