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

William Clements, JD

Principal
Greatest days of my life?

Easy: 1) the birth days of my children:  Matt, a Principal at Parallel Advisors, and Ashley, www.ashleyclements.net;  2) moving in next door to Sharman, summer of 8th grade

Most unusual job?

Gandy Dancer; Chicago, Milwaukee, St. Paul and Pacific Railroad, summer between graduation from UW and entering Law School at UC Berkeley http://en.wikipedia.org/wiki/Gandy_dancer

Favorite part of our work?

Creating peace of mind for clients.  Hard to beat getting to enjoy your success stress free.

Most unusual journey?

Visiting Japan, Hong Kong, Singapore and ashrams in India with Diana Ross

Best Live Performance, Vocal?

Lead Vocalist:  "With or Without You" Tropicana Hotel, San Jose del Cabo.  Duet: with Dalene Jones "With A Little Help From My Friends" Club Cascades de Baja, Cabo San Lucas

About Bill

  • Objective: Bill's goal is to be part of a fiduciary-based culture with the highest ethics and the ability to serve clients with a comprehensive wealth management solution.
  • Snapshot: Bill has 30+ years of senior financial services experience and specializes in wealth planning and investment management for families, foundations, and retirement plans.

Experience

  • Director, Barclays Wealth and Investment Management, San Francisco, CA
  • Principal, Bernstein Global Wealth Management, San Francisco, CA
  • Co-Founder, Chairman & CEO, Acueity, medical device firm dedicated to the early detection and treatment of breast cancer
  • Senior Management Positions, Babcock & Brown, GE Capital Corporation, Comdisco, Inc.

Education

  • University of California, Berkeley, School of Law, JD
  • University of Washington, BA, Economics

Affiliations & Boards

  • Member, Board of Directors, Community Venture Partners
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