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

Debbie Falzone

Associate
Do you have any hobbies?

I’m an avid knitter and sewer. So happy its cool again.

Name 5 things you can’t do without:

My family, my friends, good strong coffee, yarn and fabric and a good bottle of wine.

Where have you traveled?

Italy, Amsterdam and Ireland.  Recently Ireland which was a once in a lifetime trip with my siblings.

What is one of the most adventurous things you’ve done

Picking up and moving from Wisconsin to California and landing in Alameda.  Best thing I ever did.

What do you enjoy watching on TV?

How-to shows such as Project Runway, Top Chef and Great British Baking Show.

About Debbie

  • Objective: Debbie's objective is to provide excellent client service and to support the team.
  • Snapshot: Prior to joining Parallel, Debbie had 16 years experience in the financial services industry.  While at Edward Jones she earned awards for client service excellence.  Debbie is originally from Wisconsin but has called Alameda home for many years.  She has three wonderful adult children and a poodle-mix dog named Sophie.

Experience

  • Client Relationship Manager:      Shum Financial Group, Inc. Alameda CA
  • Sr. Branch Office Administrator:  Edward Jones. Alameda, CA
  • Administrative Assistant: Kensington Investment Group, Orinda, CA
  • Office Manager: Glumac & Associates, Inc. San Francisco
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