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 work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Jerry Anderson

Private Wealth Consultant

Joe Anderson

Private Wealth Consultant

Shannon Baustian

Private Wealth Advisor

Paul Borowski

Private Wealth Consultant

Aimee Brantseg

Private Wealth Advisor

Christopher Carlson

Private Wealth Advisor

Sarah Dudley

Private Wealth Advisor

Mary Fisher

Private Wealth Advisor

Eric Fitzgerald

Private Wealth Advisor

Peter Gunderson

Private Wealth Advisor

James Kirk

Private Wealth Advisor

Scott Kaul

Private Wealth Advisor Managing Director

Noah Londer

Private Wealth Advisor

Thomas McCue

Private Wealth Advisor

Heather Patrek

Private Wealth Advisor Managing Director

Naveen Sharma

Private Wealth Advisor

Our leadership

“I am passionate about helping our team members take care of our clients in the best way possible.”


– Amit Poddar, Northern Regional Executive

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $25 million in U.S. Bank Foundation and corporate giving and 135,000 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.

Our services

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.

3 transition strategies for family business succession

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

What percentage of my portfolio should be in cash?

Cash and cash equivalents won’t provide the same level of returns as investments, but they still play an important role in your financial plan.


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.