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, modern families and wealth creators; 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 Peter Bogardus

Peter Bogardus

Private Wealth Advisor, 415-774-2277

headshot of Tyler Brasfield

Tyler Brasfield

Private Wealth Advisor, 415-774-2278

headshot of Ruel Cabarles

Ruel Cabarles

Private Wealth Advisor, 415-677-3781

headshot of Nelson Cooney

Nelson Cooney

Private Wealth Advisor, 415-774-2280

headshot of Morgan Lynch

Morgan Lynch

Private Wealth Advisor, 415-297-5726

headshot of Jacque Maxon

Jacque Maxon

Private Wealth Advisor, 650-687-1765

headshot of Greg McEvoy

Greg McEvoy

Private Wealth Advisor, 415-774-2388

headshot of Timothy McGinnis

Timothy McGinnis

Private Wealth Advisor Managing Director, 916-498-3441

headshot of Jack Rose

Jack Rose

Private Wealth Advisor, 415-612-7222

headshot of Teni Sarkisian

Teni Sarkisian

Private Wealth Advisor, 415-774-2228

headshot of Vartan Shahijanian

Vartan Shahijanian

Private Wealth Advisor, 415-774-2275

headshot of Regina Susa

Regina Susa

Private Wealth Advisor, 408-367-2251

headshot of Sean Thomas

Sean Thomas

Private Wealth Advisor, 415-677-3506

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 more than $5 million in U.S. Bank Foundation and corporate giving and over 8,000 in volunteer hours. Our team is actively involved in providing support through the Alliance for Community Development, Guide Dogs for the Blind, Horizons Foundation 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.

How to handle second marriage finances

When it comes to remarriage and finances, here are tips on what to plan for and thoughts on whether you should or shouldn’t combine finances.