About our office

The Twin Cities 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 corporate executives, business owners and wealth builders; 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

Nathan Ahlberg

Private Wealth Advisor

612-303-2855

Contact Nathan

Jerry Anderson

Private Wealth Consultant

612-303-3081

Contact Jerry

Joe Anderson

Private Wealth Consultant

612-303-3233

Contact Joe

Shannon Baustian

Private Wealth Advisor

612-303-3073

Contact Shannon

Paul Borowski

Private Wealth Consultant

612-303-3174

Contact Paul

Aimee Brantseg

Private Wealth Advisor

612-303-3106

Contact Aimee

Christopher Carlson

Private Wealth Advisor

651-466-8219

Contact Christopher

Stephen Engel

Private Wealth Consultant

651-466-8209

Contact Stephen

Mary Fisher

Private Wealth Advisor

612-303-3626

Contact Mary

Peter Gunderson

Private Wealth Advisor

612-303-4254

Contact Peter

Robert Jenkins

Private Wealth Advisor Managing Director

651-466-8212

Contact Robert

James Kirk

Private Wealth Advisor

651-466-8215

Contact James

Scott Kaul

Private Wealth Advisor Managing Director

612-303-3193

Contact Scott

Thomas McCue

Private Wealth Advisor

952-927-1727

Contact Thomas

Christopher McGrann

Private Wealth Advisor

612-303-4593

Contact Christopher

Heather Patrek

Private Wealth Advisor

612-303-3083

Contact Heather

Bryan Polley

Private Wealth Advisor

612-303-4255

Contact Bryan

James Seidel

Private Wealth Advisor

612-303-3454

Contact James

Andrew Yanez

Private Wealth Advisor

651-466-8410

Contact Andrew

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $20 million in U.S. Bank Foundation and corporate giving and 124,000 in volunteer hours. Our team is actively involved in providing support through Rebuild and ReImagine grants, financial literacy and independence programs, Guthrie Theater 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

Business succession planning: Keeping it in the family

Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read article

Diversification and private capital investment

Have you considered a private capital investment as a part of your diversification strategy?

Read article