As a Senior Wealth Planner, Alana helps high net worth clients accomplish their priorities by providing analysis and strategies related to lifestyle, investment and estate planning.
Alana began her career in the banking and financial services industry in 2013 and has more than 20 years of combined experience in wealth management and legal services. Prior to joining U.S. Bank Private Wealth Management, Alana was a Senior Wealth Planner at Abbot Downing and Huntington Private Bank, advising high-and ultra-high-net-worth clients on building, preserving and transferring wealth while minimizing estate and gift tax consequences. Her professional background includes creating comprehensive, integrated and multigenerational plans for complex cases involving estate planning, cash flow analysis, income tax planning and business succession planning. Before transitioning into financial services, Alana spent more than a decade as a paralegal in mergers and acquisitions, corporate governance, estate settlement and trust administration.
Alana is a member of the Minnesota Bar Association and Minnesota Paralegal Association and stays actively engaged with current and proposed legislation impacting tax and estate planning.