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

Olivia Phillips

Associate
What are some of the things you do to relax outside of work?

I love to take my dog, Midna, for long walks and to play with her at the dog park. I also enjoy catching up on YouTube videos, crocheting and hanging out with friends what I get the chance. My absolute favorite thing to do to relax is to just curl up on the couch and watch something with my significant other.

What was your first job?

 I first worked as a barista at a coffee and ice cream shop back in my hometown.

If you could have any one super power, what would you pick?

If you asked me this question a few years ago, I would have immediately said the power to fly. Now I can firmly say that the greatest superpower I could ever hope to have would be the ability to cure any illness.

What is your favorite way to blow off steam after a long day?

I enjoy playing games online with friends. Overwatch is definitely one of my favorites.

What are you favorite music genres?

I tend to gravitate towards musicals, power and folk metal, and kpop.

About Olivia

  • Objective: Olivia's goal is to do everything in her power to best serve clients at Parallel Advisors. 
  • Snapshot: Olivia has years of experience serving clients in multiple industries. Through her education and time in her previous roles, she has gained a better appreciation for the dedication clients deserve.
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