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
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
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
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
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
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Christina Anzel, JD, LLM
Wealth Strategist
Stacey Blalock
Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Spencer Terris
Wealth Strategist
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Associate
Tito Conocido
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Chris Yaros
Associate
Wendy Kim
Manager
The super power I would like to have?
Invisibility would be awesome.
Spoken languages?
Korean and English.
Favorite quote?
“You only live once, but if you do it right, once is enough.” – Mae West
First car?
1994 Black Honda Accord.
Favorite academic course?
Psychology was my focus during college. The study of the mind and people kept me interested and excited. I have been able to apply some of the skills and knowledge I learned to my current position at Parallel Advisors.
About Wendy
- Objective: Wendy's goal is to build relationships with clients to provide optimal support for their financial needs and requirements; to provide thorough, accurate, and timely client account records and reports.
- Snapshot: Wendy has over 17 years of industry experience in operations management and client service; she has very deep knowledge of the industry’s various financial strategies.
Experience
- Client Service Specialist, Ameriprise Financial, Redwood Shores, CA; worked exclusively with three financial advisors and singularly provided support for more than 200 clients
- Operations and Office Manager, Rhodes & Fletcher Wealth Coaching, San Francisco, CA
- Administrative Assistant, Aspiriant (formerly Kochis Fitz), San Francisco, CA
Education
- College of San Mateo, AA, Psychology and Social Sciences
