FDIC-Insured - Backed by the full faith and credit of the U.S. Government
The Omaha 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 business owners, corporate executives and philanthropists; 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.
Private Wealth Advisor
402-536-5134
Private Wealth Advisor
402-963-2264
Private Wealth Advisor
402-536-5187
Private Wealth Advisor
402-399-2751
"Proper planning allows us to understand your goals and help you fully experience life.”
– Troy Smith, Market Leader - Iowa, Nebraska, North Dakota and South Dakota
U.S. Bank believes in giving back. Over the past three years in Nebraska, we’ve provided nearly $3 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through United Way, Habitat for Humanity, American Red Cross, Society of Financial Service Professionals, Rotary 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.
Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.
While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.