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
Matthew Kennedy, MBA
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
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Matt McGuire, CFP®
Wealth Manager
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
Wealth Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Andrea Medakovic
Associate
Olivia Phillips
Associate
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate

Matt McGuire, CFP®

Wealth Manager
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.

Experience

  • 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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