Our Team

Eduardo Alfaro

Operations Specialist

Working as a flight attendant, Eduardo decided that he’d rather fly the plane then offer passengers chicken or pasta. He earned one of the three pilot licenses before deciding to spend his money on university.

Jamie Alpaugh

Associate Financial Planner

Jamie set a goal for himself to visit 30 countries by his 30th birthday. And he reached that milestone in a fun and memorable way—driving around the British Isles with his grandmother.

Jamie is excited about being able to combine his methodical, problem-solving abilities with the people-loving part of his personality in his role as an Associate Planner at Brio. He can now focus the same skills and drive that have led him to pursue a masters in financial planning on helping clients execute plans that help them succeed.

Matt Beck

CFP® Candidate
Senior Financial Planner, COO

Being from Minnesota, Matt grew up a huge Vikings fan. When his parents gifted him with a replica of his NFL team’s home field, they had no idea it would turn Matt into an avid collector of miniature stadiums.

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. 

Claire Baggao

Financial Planner

When not kayak fishing on the Bay, Claire enjoys hiking and camping with her family, or rock climbing with her partner. She finds the intensity of this highly technical sport and breaking new boundaries an irresistible adrenaline rush.

Jon Clements

Portfolio Analyst

While traveling through Ireland, Jon and his dad spent two nights at a charming B&B in a remote coastal town. Jon later discovered that they had been staying with one of his friend’s parents. In the bedroom the friend grew up in!

Ask Jon what attracted him to Brio and he’ll tell you it’s the people. At first afraid that they were “too good to be true,” he quickly decided that if Brio takes care of its employees so well, the clients must be treated like royalty. And that’s important to him, perhaps given his start in the financial world.

Gene Elliott

Financial Planner

As a teen, Gene loved playing trumpet in a drum and bugle corps—partly because he got to travel across the country and the globe. His team even came out on top at the ’88 world championships.

For over 20 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.

Shannon Kennedy

Director of Client Service

Shannon adores Murder She Wrote, though she’s not sure whether that’s due to the strong female lead who focuses on her career rather than romance—or Jessica Fletcher’s shoulder-padded wardrobe.

Dani May

Associate Financial Planner

On their first date, Dani and her future husband agreed to meet outside a particular café. Both arrived at the appointed time and thought the other was a no-show. Luckily, a phone call cleared up that there were two cafés of the same name and they were each at one.

To her role as an Associate Advisor supporting Brandon, Dani brings her communication, problem-solving and people skills—not to mention a can-do attitude and flexibility that allows her to adapt to ever-changing requests and regulations with a smile.

Brandon J. Miller

Private Wealth Advisor/Founder

The first bit of advice Brandon’s dad gave to him when he became a financial advisor is “Pigs get fed. Hogs get slaughtered.” Brandon still uses that bit of wisdom to caution clients against greed.

As Brio’s founder, much of our team’s culture comes from Brandon. His commitment to clients’ best interests — and focus on building a firm where people can feel comfortable and have fun — drives how our team operates each day.

Jesse Preciado

Client Care Specialist

Whether it was growing up in and around cars in his grandpa’s garage or seeing Steve McQueen in Bullitt at an impressionable age, Jesse is convinced that any car can fly if you drive it fast enough.

Jesse is what one might call ambitious. Not many people in their mid-20s can say they have been running their own business for 10 years. While going to school. And co-founding and remotely managing a family-owned tree service. But Jesse can.

Pamela G. Schmitz

Financial Planner

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.

Pam Schmitz helps clients plan for tomorrow by taking care of today. With a clear understanding of each client’s unique financial vision, she works to develop a tailored path forward. Whether buying a home, saving for college, or planning for Medicare and retirement, Pam helps each client prepare for life’s many stages.

Michael Telford

Financial Planner

Michael and his wife Hanna were sad to leave California, but wanted to be closer to family and have more space to spread out. After the move, they got a dog and named her Cali to provide a tail-wagging reward for what they gave up.

Jake Zalewski

Chief Executive Officer/CCO

Jake’s favorite birthday involved inviting 12 of his nearest and dearest to revel in Italy at the “Under the Tuscan Sun” villa. The talent show and draining the full wine cellar were two of the highlights.