Webinar-Explore the Power of Private Banking & Tax-Efficient Wealth Lending

High-net-worth individuals and business owners face complex decisions in private banking, specialized lending, and tax strategies.

Join Matt Schumacher of Tavola Group, along with Jenifer Raby and Andrea Younghouse from U.S. Bank Private Wealth Management, for an exclusive live webinar designed to show you how to unlock the full potential of private banking. Together, they’ll guide you through personalized wealth strategies, sophisticated lending options, and tax-smart approaches that can help you maximize financial flexibility and long-term growth.

In this session, you’ll learn how to:

• Access customized cash management and specialty financing solutions
• Leverage private wealth lending, including home equity and liquid asset–secured options
• Take advantage of relationship-based mortgage benefits and specialized lending for jumbo or construction loans
• And much more!

Webinar Details

Tuesday, November 18, 2025 12:00–1:00 PM CT (1:00–2:00 PM ET)

Via GoToWebinar

CLICK HERE TO REGISTER NOW >

About the Speakers

Andrea Younghouse, Vice President, PWM Private Banker

As a Private Banker, Andrea provides personalized service for the day-to-day management of her clients’ financial activities. Andrea specializes in tailoring custom strategies for her clients’ personal and business lending and deposit needs. Andrea began her career in the banking and financial services industry in 2018. Prior to joining U.S. Bank Private Wealth Management, Andrea worked as an Alternative Investment Account Manager at U.S. Bank. Her professional background includes asset management, relationship development, problem solving and effective communication skills.

Jenifer Raby, Assistant Vice President, PWM Private Wealth Advisor Partner
As a Private Wealth Advisor Partner, Jenifer is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Jenifer takes the time to understand her clients’ unique needs and directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help her clients work toward their goals. Jenifer began her career in the banking and financial services industry in 2004. Prior to joining U.S. Bank Private Wealth Management, Jenifer worked as a Financial Center Manager at Fifth Third Bank. Her professional background includes a holistic approach to financial planning by building a deep relationship with her clients in order to identify and work toward their financial objectives.

Matt Schumacher, Director of Tax Planning

Matt brings over 15 years of sales experience to Tavola Group, with a background spanning technical sales in automotive manufacturing to strategic planning for startups and Fortune 500 companies. Known for his sharp business insight and market analysis, he helps clients uncover opportunities to boost revenue and profitability through smart strategy, strong relationships, and exceptional service.