About our office

The San Diego 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 retirees, business owners, and corporate executives; 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

Mike Rookus

Private Wealth Advisor


Contact Mike

Marivi Shivers

Private Wealth Advisor


Contact Marivi

Rachelle Tubongbanua

Private Wealth Advisor


Contact Rachelle

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 11,000 in volunteer hours. Our team is actively involved in providing support through the Old Globe Theater, San Diego Symphony, San Diego Padres, La Jolla Playhouse and more.

San Diego Community Involvement.

Our services


Insurance products are available through our affiliate U.S. Bancorp Investments.



Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Women and retirement: Financial planning

It is especially important for women to have a plan in place as they prepare for retirement.

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Address these 4 issues before selling your business

Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.

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