We Work Together

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


Rick Ashburn, CFA, EA
Jason Beccaris, JD
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
Mark Baker
Firm Development Principal
Amy Barker, CFA, CFP®, CDFA
Matthew Clements
William Clements, JD
Knud Gotterup
C. Lucas Hatch
Rob Henrich, CFA, CFP®
Robert Higgins
Corey Hyde, JD
Matthew Kennedy, MBA
Roy Kissin
Steve Kuriyama MSFS, CFP®
Victor Liao
Michael Ma, ChFC, CFP®, MSFS
Reed Minuth
Alyssa Morris, JD
Michael Stephens
Anne Wakefield Atkinson
Wealth Advisor
Stacey Blalock
Operations Director
Christopher Broderick
Research and Portfolio Strategy Director
Stephanie Cooper
Wealth Advisor
Dan D Orazio
Wealth Advisor
Julianne Jeffrey
Client Service Manager
Evan Jones, CFA, CFP®
Wealth Advisor
Wendy Kim
Project Manager
Ankit Kundaria
Core Service Manager
Mary LaMar
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
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
Joe Fukumoto
Wealth Strategist
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

Matt McGuire, CFP®

Wealth Advisor
What do I do to unwind? What are my favorite ways to relax?

A long trail run or a long swim. 

What I wanted to be when I grow up?

A chef.

Favorite words of wisdom?

"pain don't hurt"  -Patrick Swayze, Roadhouse 

First car?

1973 Volkswagen Squareback.  Broke down in every city between NYC and Virginia.

Most unusual experience?

While a lifeguard in Martha's Vineyard, I initiated a shoreline ocean rescue of a boat passenger I saw fall into the water, while retrieving him, the boat capsized.  I recovered him, got him to shore and ambulance/fire dept waiting on the beach.   

About Matt

  • Objective: Matt’s goal is to be the go-to resource for his clients’ needs by utilizing the broad team experience and resources at Parallel in the disciplines of investments, trusts, tax and retirement planning.
  • Snapshot: Matt brings 20 years of experience in portfolio construction, trust and financial planning through independent/trust companies and advisory firms. He has a passion for problem solving and unique financial situations. Matt is a Certified Financial Planner® Professional.


  • President, Heritage Institutional Services, Oklahoma City, OK
  • Senior Vice President and Director of Investments, Heritage Institutional Services, Oklahoma City, OK
  • Vice President and Senior Portfolio Manager, Heritage Institutional Services, Oklahoma City, OK
  • Vice President and Portfolio Manager, InvesTrust, Oklahoma City, OK
  • Investment Consultant, Asset Services Company, Oklahoma City, OK
  • Financial Consultant, Merrill Lynch, Oklahoma City, OK
  • Education

  • University of Richmond, VA - BA, Political Science. Concentration in Japanese language & history
  • Mienders School of Business, Oklahoma City University, OK - MBA, Finance.  Graduated with honors. 
  • The American College, Bryn Mawr PA – 18 hours graduate coursework in asset management, economics, financial planning.
  • Certified Financial Planner® Professional

Affiliations & Boards

  • United Way of Central Oklahoma
  • Treasurer (current), Executive Board Member, Finance Committe Chair, Board of Directors,
  • Oklahoma Zoological Society, President 2018, Board Member, Audit Committee
  • Leadership Oklahoma Class 29, OKC Host Committee 2017-present
  • Leadership Oklahoma City Class XXVI
  • Boy Scouts Last Frontier Council Trust - Board Member
  • United Way’s Ray Ackerman Emerging Leader Award
  • OKC Business “40 Under 40 Business Leaders” 
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