About our office

The Irvine 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, executives and modern families; 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

headshot of Zjamahl Fain

Zjamahl Fain

Private Wealth Advisor, 949-863-2364

headshot of Matt Grossbard

Matt Grossbard

Private Wealth Advisor, 949-536-4196

headshot of Tim Henderson

Tim Henderson

Private Wealth Advisor, 949-863-2351

headshot of Alice Hsu

Alice Hsu

Private Wealth Advisor, 949-863-2349

headshot of Michael Lewis

Michael Lewis

Private Wealth Advisor, 949-291-2952

headshot of Johnny Liu

Johnny Liu

Private Wealth Advisor, 909-270-7759

headshot of Blake Nakamura

Blake Nakamura

Private Wealth Advisor, 949-512-2435

headshot of Cristina McManus

Cristina McManus

Private Wealth Advisor, 949-536-4109

headshot of Jon Pommier

Jon Pommier

Private Wealth Advisor, 949-863-2344

headshot of Rob Warren

Rob Warren

Private Wealth Advisor, 949-520-2387

headshot of MIN ZHA


Private Wealth Advisor, 949-382-5384

headshot of Kim Nguyen

Kim Nguyen

Private Wealth Advisor,

Our leadership

I’m particularly passionate about increasing diverse representation in the wealth management industry and mentoring the next generation.
Edward Mora, Market Leader, Orange County

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided over $8 million in U.S. Bank Foundation and corporate giving and over 10,000 in volunteer hours.  Our team is actively involved in providing support through the Laguna Beach Boys and Girls Club, Girls Inc. of Orange County, Pacific Symphony, Laguna Playhouse 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.

5 factors that can affect business valuation

Business valuation can help you determine how much your company is worth. Here are five factors that can affect the perceived value of your business.

Sandwich generation financial planning tips

The sandwich generation faces unique challenges when balancing financial support for parents and kids. U.S. Bank has tips for keeping your financial goals a priority while supporting children and aging parents.