We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Rick Ashburn, CFA, EA
Principal
Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®, CDFA
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Michael Stephens
Principal
Anne Wakefield Atkinson
Wealth Advisor
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Ankit Kundaria
Core Service Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Wealth Planning Director
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Advisor
Chris Yaros
Manager
Jennifer Akers
Wealth Strategy Associate
Sonny Alberto
Client Service Associate
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Trading Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Bridget McGuire
Wealth Strategy Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Client Service Associate
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate

Mary Meyer

Wealth Strategist
Great books you've recently read?

I absolutely love reading books of different genres and will use any spare moments of my day to squeeze in some reading. The latest books I've read; The Giver by Lois Lowry, Secrets of a Millionaire Mind by T. Harv Eker and Outlander by Diana Gabaldon. All highly recommended!

Best childhood memory?

Wow, I have many! Picking and eating fresh fruit straight off the trees; mountain apples, mangos, lychee, tangerines, guavas, bananas, lilikoi, and coconuts. Watching my dad weave coconut hats, picking ‘opihi, and making Hawaiian fishing throw nets. Admiring the countless hours of compassionate service my mom performed for others in need and continues to do so today.

Favorite words of advice?

“There is always, always something to be thankful for.”

Accomplishment are you most proud of?

My family! My husband Kaniau and I have 5 children and are grateful to be given the responsibility of being parents. They each bring their own uniqueness into our family unit and we wouldn't change it one bit.

How do you spend your free time?

With 5 children, most of my “free” time is “their” time. We have a house full of activities: judo, wrestling, swimming, piano, basketball, hula, boy scouts, girls scouts, dance, church activities……..and the list keeps growing. However, if I did actually have “free” time, it would be giving time to community service projects, spending a relaxing day at the beach with my family or having some uninterrupted reading time. 

About Mary

  • Objective: Mary's goal is to establish and maintain long-term generational relationships with clients while building wealth strategies to fulfill their needs and financial goals.
  • Snapshot: Mary has more than 20 years experience in the financial services industry responsible in various roles from advisor representative, operations, and compliance. She is excited to be connected with a firm cultivated with qualified team players that shares her values and goals. 

Experience

  • Chief Compliance Officer, Kuriyama & Company, Honolulu, HI
  • Advisor Representative, Kuriyama & Company, Honolulu, HI
  • Operations Manager, Financial Consultants Hawaii

Education

  • University of Hawaii at Manoa, BA, Political Science

 

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