We Work Together

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

Profile

Jason Beccaris, JD
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

Andrea Medakovic

Associate
Favorite Quote?

“Nothing splendid has ever been achieved except by those who dared believe that something inside them was superior to circumstance.” – Bruce Barton

What did you want to be when you grew up?

Mathematician for NASA

First car?

2000 Chevy Prizm

Spoken languages?

English and Serbian

What do you like about your job?

It brings me a great deal of satisfaction to work with clients and be proactive in helping them accomplish their goals. I believe that good financial planning is a crucial part of a successful and fulfilling life, and I take pride in being a small part of that process for clients.  

About Andrea

  • Objective: To consistently provide outstanding service and support to clients and colleagues alike, and apply the Golden Rule in my work: Deliver the caliber of customer service that I would expect for myself.
  • Snapshot: Andrea has over 10 years of combined experience working in Finance, Wealth Management, and Business.

Experience     

  • Client Service Associate, Waypoint Wealth Partners
  • Business Office Specialist, Samuel Merritt University
  • Campus Service Center Assistant, Samuel Merritt University
  • Assistant Manager, Peet’s Coffee & Tea, Inc.                          

Education

  • Business Administration, Heald College 
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