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

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

Sarah Dudley

Private Wealth Advisor

651-466-8208

Contact Sarah

Stephen Engel

Private Wealth Consultant

651-466-8209

Contact Stephen

Mary Fisher

Private Wealth Advisor

612-303-3626

Contact Mary

Eric Fitzgerald

Private Wealth Advisor

612-303-2885

Contact Eric

Peter Gunderson

Private Wealth Advisor

612-303-4254

Contact Peter

James Kirk

Private Wealth Advisor

651-466-8215

Contact James

Scott Kaul

Private Wealth Advisor Managing Director

612-303-3193

Contact Scott

Noah Londer

Private Wealth Advisor

612-303-2879

Contact Noah

Thomas McCue

Private Wealth Advisor

612-303-4625

Contact Thomas

Heather Patrek

Private Wealth Advisor Managing Director

612-303-3083

Contact Heather

Bryan Polley

Private Wealth Advisor

612-303-4255

Contact Bryan

Naveen Sharma

Private Wealth Advisor

612-303-9139

Contact Naveen

John Stone

Private Wealth Advisor

612-303-2859

Contact John

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

3 transition strategies for family business succession

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

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Private market investing: Diversifying beyond public markets

Investing in private markets has unique characteristics, but it’s an option to consider if you’re looking for portfolio diversification.

Read article