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

Leslie Tietz

Office Manager
Favorite memory of childhood?

I come from a big family and am the youngest of 6 kids. My favorite memories from growing up involve all of us being together for holiday dinners and being around my nieces and nephews; they were such fun kids!

What are some of your favorite hobbies?

Some of my favorite hobbies include going to see live music and musicals, watching documentaries and throwing dinner parties for my friends.

What personal accomplishment are you most proud of?

I am very proud that I forged my own path in life by moving to a new city away from family and friends and trusting myself enough to make it happen.

What travel goals do you have?

There are still a lot of places I would love to explore but the two experiences that are at the top of my list are visiting the Phuket Elephant Sanctuary in Thailand and going on a safari in Kenya.

Who is your favorite author?

David Sedaris is my favorite. I appreciate his observational humor and skewed perspective of the world and his books always make me laugh. I’ve seen him speak multiple times and have read all his books – Me Talk Pretty One Day is my favorite.

About Leslie

  • Objective: Leslie’s goal is to create a warm, welcoming and friendly environment for our clients and our team so that everyone feels supported throughout every point of contact.  Leslie provides administrative and office support to the team so they can focus on helping their clients achieve their financial goals. 
  • Snapshot: Leslie has 14 years of previous experience working with families as a Nanny and Placement Consultant and has worked as an Administrative Assistant and Office Manager for the past four years at a wealth management firm.

Experience

  • Office Manager and Administrative Assistant, Waypoint Wealth Partners
  • Placement Consultant, Aunt Ann’s In House Staffing
  • Nanny for families in San Francisco

Education

  • The University of Mississippi; Bachelor of Arts in Parks, Recreation and Leisure Studies
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