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
612-303-3081

Contact Jerry

Joe Anderson

Private Wealth Consultant
612-303-3233

Bio page Contact Joe

Shannon Baustian

Private Wealth Advisor
612-303-3073

Bio page Contact Shannon

Paul Borowski

Private Wealth Consultant
612-303-3174

Bio page Contact Paul

Aimee Brantseg

Private Wealth Advisor
612-303-3106

Bio page Contact Aimee

Christopher Carlson

Private Wealth Advisor
651-466-8219

Bio page Contact Christopher

Sarah Dudley

Private Wealth Advisor
651-466-8208

Bio page Contact Sarah

Mary Fisher

Private Wealth Advisor
612-303-3626

Bio page Contact Mary

Eric Fitzgerald

Private Wealth Advisor
612-303-2885

Bio page Contact Eric

Peter Gunderson

Private Wealth Advisor
612-303-4254

Bio page Contact Peter

James Kirk

Private Wealth Advisor
651-466-8215

Bio page Contact James

Scott Kaul

Private Wealth Advisor Managing Director
612-303-3193

Bio page Contact Scott

Noah Londer

Private Wealth Advisor
612-303-2879

Bio page Contact Noah

Thomas McCue

Private Wealth Advisor
612-303-4625

Bio page Contact Thomas

Heather Patrek

Private Wealth Advisor Managing Director
612-303-3083

Bio page Contact Heather

Naveen Sharma

Private Wealth Advisor
612-303-9139

Bio page Contact Naveen

John Stone

Private Wealth Advisor
612-303-2859

Bio page Contact John

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

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

3 transition strategies for family business succession

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

Read article

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.

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.