About our office

The Northern California 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 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.

Meet our Private Wealth Management team

headshot of Pam Long

Pam Long

Private Wealth Advisor, 916-498-3414

headshot of Morgan Lynch

Morgan Lynch

Private Wealth Advisor, 415-297-5726

headshot of Timothy McGinnis

Timothy McGinnis

Private Wealth Advisor Managing Director, 916-498-3441

headshot of Robin Martin

Robin Martin

Private Wealth Advisor, 916-928-6211

headshot of Michael Padilla

Michael Padilla

Private Wealth Advisor, 559-363-5168

headshot of Dusty Roberts

Dusty Roberts

Private Wealth Advisor, 209-410-2918

headshot of Taylor Toledo

Taylor Toledo

Private Wealth Advisor, 916-498-3865

Our leadership

Teamwork is most successful when it doesn’t feel like work.
Barry Wellins, Market Leader, Northern California

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $4 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through the California Rural Indian Health Board, Placer Land Trust, United Way California Capital Region 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.

Preparing a business exit strategy: Key factors to consider

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.