Private Wealth Management in Scottsdale, AZ

About our office

The Scottsdale team, covering the Arizona market, 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, wealth creators and retirees; 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

Lisa Andrasko

Private Wealth Advisor, 480-494-8360

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Dan Doering

Private Wealth Advisor, 480-494-8362

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Lisa Handley

Private Wealth Advisor, 480-494-8357

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Timothy Hoekstra

Private Wealth Advisor, 480-494-8363

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John Kasel

Private Wealth Advisor, 480-494-8368

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Jason Luckey

Private Wealth Advisor, 702-274-7704

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Sean McCarrick

Private Wealth Advisor, 480-404-4008

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Luciek Mkrdichian

Private Wealth Advisor, 480-494-8349

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Christine Nowaczyk

Private Wealth Advisor, 480-494-8366

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Bret Reel

Private Wealth Advisor, 480-494-8364

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Our leadership

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

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Arizona, we’ve provided $2 million in U.S. Bank Foundation and corporate giving and 11,000 in volunteer hours. Our team is actively involved in providing support through Valley of the Sun United Way, Arizona Science Center, Thunderbirds and the Waste Management Phoenix Open, Desert Botanical Gardens and others.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Address these 4 key issues before selling your business

Thinking about selling your business? U.S. Bank business advisors recommend early planning to assess your readiness, identify stakeholders and set objectives.

How to handle market volatility

Market volatility can occur suddenly, but rarely happens for no reason. A better understanding of its potential causes, along with a comprehensive financial plan, can help you keep your emotions amidst volatility in check.

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, U.S. Bancorp Advisors 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:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
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.