Our Team

Eduardo Alfaro plays a vital role in implementing Brio’s compliance, regulatory, and brand standards, ensuring that clients receive the care and attention they deserve.

Jamie combines his methodical, problem-solving abilities with a people-loving nature in his role as a Financial Planner at Brio. Earning both the CERTIFIED FINANCIAL PLANNER™ certification and a master's degree in financial planning, Jamie exhibits a high level of technical skill and drive to lead clients to financial success in all areas of the financial planning spectrum.

With over 15 years of experience in the finance industry, Gerald is a seasoned professional who joined Brio in 2023 as an Associate Financial Planner. Prior to his role at Brio, he served as a Senior Account Manager at Northern Trust and as a Senior Trust & Estate Associate at Merrill Lynch Bank of America.

Matt is happy that his career journey led him to Brio, where he can share his vast industry knowledge to help the firm reach new heights and continue his mission to make the world better for others.  

Michelle joined Brio as an Administrative Assistant, where her flexibility in tackling new projects led her to a new role as a Client Service Specialist. She helps keep the paperwork and other to-do's on track while engaging in various ways across the firm, including wrangling calendars that are in constant flux. 

Fresh out of school and working as an investments analyst in 2008, Jon had a front-row seat for the financial crisis. This humbling experience taught him that he was dealing with real people, not “clients.” This set him on a path to dive deeper into investments to be able to interpret what was going on and build products that offered the value investors deserved.  

For over 25 years, Gene Elliott has helped individuals and families pursue their greatest financial goals. From estate planning to employee stock options, Gene focuses on simplifying complex endeavors and helping clients find solutions that genuinely fit their needs. 

Yerim and her pup Mika are the ultimate duo—they road-tripped across the country together to their new home in Seattle. If stranded on a deserted island, all they’d need is each other… and a tennis ball.

If judgment—and budget—weren’t a factor, Shane’s dream garage would include a Porsche GT3 RS, a Triumph Bonneville T120, a classic OBS Ford, and of course, a practical daily driver to balance it all out. Efficiency meets adrenaline in true Shane style.

To Shannon Kennedy, treating clients to exceptional service that goes above and beyond isn’t a job—it’s a passion. Her focus is on scrutinizing all aspects of our marketing efforts to ensure that every thing we do upholds the Brio promise of putting clients front and center.

Mariana has a passion for helping others discover how powerful a tool money can be and is excited to be joining the Brio team. She was drawn to Brio because of the people and client-centric approach. 

Private Wealth Advisor and Founder 

Mike is no stranger to farm life—growing up in Sonoma, he’s got dreams of one day having his own fleet of backyard chickens. And trust us, he’s already got a list of quirky names ready for his future feathered friends!

Though he’s currently a city dweller, Jonathan dreams of retiring to the countryside with a full-blown petting zoo: two indoor dogs, three cats, one hardworking livestock dog, and five cows. Now he just has to convince his partner to get on board with the plan.

Pam spent 10 year volunteering as a finish-line team captain at the Dipsea Race. Corralling timers, handlers and medical personnel—not to mention all the runners—is a gig she likens to a symphony conductor.

Vivian originally aspired to become an aerospace engineer after witnessing the retired Endeavor Space Shuttle fly over her middle school. However, her path shifted when she discovered a new passion for finance.

As soon as Rachel went to college, she knew she wanted to do financial planning. She noticed financial literacy was something many people struggled with including her family. With her love of helping others and seeing a need to educate those around her it was a natural fit.

Even as a little kid, Michael liked to tinker with budgets, making financial services a natural fit for him.

Jake Zalewski serves as the CEO 

As a self-described “people-person,” Angel is perfect for his Brio position as a Client Service Manager. This support ninja role entails anything needed to keep advisors on track and simplify the details of finance and planning for clients.