FDIC-Insured - Backed by the full faith and credit of the U.S. Government
The Boise 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.
Private Wealth Advisor
208-383-7647
Private Wealth Advisor
208-383-7764
Senior Private Wealth Advisor
208-383-7026
Private Wealth Advisor Managing Director
208-383-7374
“Integrity is doing what’s best for clients and doing it right the first time.”
– Daniel Wani, Market Leader, Arizona, Idaho, Montana, Nevada, Utah and Wyoming
U.S. Bank believes in giving back. Over the past three years in Idaho, we’ve provided $3 million in U.S. Bank Foundation and corporate giving and 16,000 in volunteer hours. Our team is actively involved in providing support through the YMCA, Women and Children’s Alliance, The Idaho Community Foundation, Wassmuth Center for Human Rights, The Learning Lab, Dress for Success and others.
Insurance products are available through our affiliate U.S. Bancorp Investments.
Read our up-to-date reports on economic events and news from the markets.
Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.
Customize your income in retirement with these common investment choices.