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 entrepreneurs; 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

Peter Bogardus

Private Wealth Advisor
415-774-2277

Bio page Contact Peter

Tyler Brasfield

Private Wealth Advisor
415-774-2278

Bio page Contact Tyler

Ruel Cabarles

Private Wealth Advisor
415-677-3781

Bio page Contact Ruel

Nelson Cooney

Private Wealth Advisor
415-774-2280

Bio page Contact Nelson

Morgan Lynch

Private Wealth Advisor
415-279-5726

Bio page Contact Morgan

Jacque Maxon

Private Wealth Advisor
650-687-1765

Bio page Contact Jacque

Tim McGinnis

Private Wealth Advisor Managing Director
916-498-3441

Bio page Contact Tim

Jack Rose

Private Wealth Advisor
415-407-1991

Bio page Contact Jack

Teni Sarkisian

Private Wealth Advisor
415-774-2228

Bio page Contact Teni

Vartan Shahijanian

Private Wealth Advisor
415-774-2275

Bio page Contact Vartan

Regina Susa

Private Wealth Advisor
408-367-2251

Bio page Contact Regina

Sean Thomas

Private Wealth Advisor
415-677-3506

Bio page Contact Sean

Our leadership

“Teamwork is most successful when it doesn’t feel like work.”

 

– Barry Wellins, Market Leader, Northern California

Community involvement

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.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Read article

Combining finances after marriage

If you’re remarrying and have children, it pays to assess your finances before you say “I do.”

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.